Then you went to Google and searched “Retirement Calculator”. Then they spit out some result, with out any context or explanation of how all of the moving parts fit together. So here you are, left with more questions than answers.
Don’t worry, you’re not alone. Most people have gone through this process before reaching out to us. It’s normal. You want answers but don’t want to feel pressured to work with someone just because you talked once. It is for the purposes of accounting for these emotions that we use a process we call: Asset Map.
Not only is this our retirement calculator, this is our asset organizer. It doesn’t matter where you are starting, the first step needs to be getting organized. We need to be able to view your financial outlook from a bird’s eye view so we can facilitate an in depth, meaningful, and fruitful conversation.
This is where we believe Firma Financial Planning really begins to stand out from the rest. We aren’t just going spit out a result and send you on your way. It is at this point in the process where people begin to feel the plan start to take shape and gain understanding. We want you to understand the different components of finance.
We want you to feel informed and educated through this process. We believe we can arm you with the information necessary to make decisions. It is through that process that clients begin to feel confident in their direction. All of that is necessary to execute on long term goals and plans.
Our goal is to spend the majority of our time with you on analysis. Using our Kwanti Portfolio Analysis and Proposal tool, we are able to analyze your current portfolio and compare it against our proposal.
Looking at your options side-by-side allows you to make informed, educated, and knowledgeable decisions. We can compare the risk and return associated with a current versus proposed asset allocation. We can highlight the fees associated with current versus proposed portfolios.
Our goal with this piece of analysis is to give you understanding and confidence through transparency and education.
Securities, Financial Planning and Advisory Services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
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