What we strive to accomplish in partnership with you:
The Financial Planning Process as we see it:
- Come to the conclusion that financial planning is an important activity not likely to be accomplished alone.
- Prepare a comprehensive inventory of assets, liabilities, income and expenses.
- Determine your financial objectives, risk tolerance and goals.
- Use Cantlon Financial to evaluate your situation, make and implement recommendations, and monitor progress.
- As we progress over time, it is very important that you keep us advised of major changes in your life.
- Since your investment portfolio is individualized, we make better choices for you as we are better informed.