The essence of a good plan is to anticipate the future, prepare and stay flexible. This is true in life and in financial planning.
At SS+D Financial, the first phase of our relationship with a client is one of the most fulfilling. It is then that we rough out an initial financial plan. Our goal is to design a plan that is simple and customized, yet comprehensive. We engage in this initial process at no charge to the client.
We begin the first visit by listening and developing goals. We take the client's preliminary financial information and review the impact of different "What If" scenarios that take into consideration such factors as spending, rate of inflation, return on investments and tax rates.
If an ongoing relationship makes sense we will work with a client to develop a written plan and then provide comprehensive management and monitoring.
