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Advice for Life is a client-centric, holistic approach to financial guidance that reflects your priorities and specific life circumstances.
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Before we get down to crunching numbers, we'll talk about the things that are most important to you - family, community, pastimes, church.
We tailor your financial plan based on where you are in your life.
The monitoring stage incorporates tracking systems to keep your plan on target. We'll help you plan for the unexpected, anticipate change, and adjust your plans over time, as necessary.
We will assess your personal situation, gauge where you are now relative to your life goals and priorities, and consider what gaps exist.
A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial life.
Do you know what your biggest asset is? Don't underestimate yourself, your biggest asset is YOU!
Downsizing your home in retirement can help you achieve your financial goals.
