Our Holistic Financial Planning Approach
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Guidant Planning offers a holistic financial planning approach that begins by gathering together all the unique investments and plans you have made, putting the puzzle together and comparing what you’ve envisioned with what you’ve created. Sometimes the map you’ve created isn’t complete as it should be or the path you thought would lead you to retirement requires some rerouting – a consideration of different opportunities — to address that objective.
The ultimate goal of Guidant Planning’s holistic planning process is to identify these opportunities and provide creative solutions to affect positive change placing your retirement plan on the soundest possible basis. By evaluating your financial situation in the following areas, we work to create a well-designed map to guide you through retirement.
