Goals are your broad desired achievements, while objectives are the specific steps on the path to your goal. Consider whether you are pursuing financial objectives or goals today.
Life is so much more meaningful with purpose and its pursuits. Similar to the difference between goals and objectives, how can we separate financial decisions (the means) from life decisions (the purpose)?
We place a high value on the presence of evidence supporting a claim, and actively seek to eliminate bias and other subjective influences.
|This means we|
|- Use established empirical research to define research, modeling, and expectations for the future|
|- Subject our financial planning to a high standard of evidentiary requirements before acceptance|
|- Instead of attempting to predict outcomes, we will accept future uncertainty and model it by stress-testing inputs to varying sensitivities|
We generally pursue small, iterative progress over dramatic revamps, building upon what you’ve been able to accomplish so far. Through this approach, we seek to meet every client where they are and map out what is possible through collaboration. We then can work on establishing next steps that can be taken to improve financial and life outcomes.
|We seek to work with clients where we can clearly see|
|- An opportunity for further improvement beyond the status quo|
|- A desire for a voice of collaborative, outside counsel|
|- A willingness to work towards any necessary changes to reach your goals|
Our financial planning process has been designed to provide clarity and transparency early on in the inception of a new client relationship, and to allow for continuous collaborative feedback, emphasizing your wishes and situation as a guiding factor in establishing the scope and agenda for each meeting together.