Comfort formula

The comfort formula combines your important financial information into a strategic plan designed to align future decisions toward a common goal—helping to provide you with a sense of comfort and confidence about your financial future.

Stage one: Initial meeting

In this stage we do a thorough fact finding, determine the appropriate tax bracket and set expectations for our relationship.

Stage two: Review of existing plan (if any)

Identify cash and insurance priorities, your current debt status and establish needs, wants and wishes.

Stage three: Wealth plan preparation

During this stage we conduct an analysis of projected results, determine the investment program, create tax-considerate withdrawal and wealth transfer strategies and implement the plan.

Stage four: Investment Review

In the last phase we incorporate financial pieces of the puzzle, implement modifications as needed and keep the plan updated through regular discussions and reviews.

To learn more about how this process can help you and your family, please contact me today


Four stages of comfort formula