Understanding Your Specific Needs

• During this meeting we take the time to get to know what is important to you. We will gather all the information that is needed to create your financial plan.
  

  Some of the topics we will discuss:
  

  • Family (children, elderly parents...)

  • Career/ business (are you happy in the career/ business that you are in?

  • Do you see any changes in the future?...)

  • Financial changes in the near future (home purchase, vacation property purchase, inheritance, funding children's education, selling a business...)

  • Lifestyle choices (working less, choosing a different career, being financially independent, travelling more...)