Here sits three cups of coffee, however not one of the three are the same. We have before you a 1/4 strength latte, a ‘normal’ decaf latte, and an almond latte. Each has been ordered by an individual woman with her own tastes and needs.
On the morning of my daughter’s wedding, coffee was ordered by the bride, mother and grandmother of the bride. Each woman at a very different time of her life, has adapted a simple and luxurious cup of coffee into, what her needs, taste and desires require.
Financial Planning is very much the same when it comes to each and every client. There are personal and financial needs and goals that are to be considered when pulling together a plan to best suit that client.
Having a professional, take a big picture view of you as the individual, with your needs and goals, is integral to getting it right for you.