Broker Check

Financial Planning

Financial Planning in Rockland, MA

A good financial plan is a life-long project. It’s never too early – or too late – to start.

Financial planning encompasses all areas of your financial life: your income and expenses, your assets and liabilities, and your savings. Keeping a close eye on all of these areas can help you reach your goals, whether they include higher education for your children, a vacation home, a comfortable retirement – or all of these.

A good financial plan starts with an honest discussion of your hopes and dreams. Figuring out what is important to you when it comes to money will help me to help you determine the path to take. Identifying the resources you have now and expect to have in the future can show us what you need to do in order to get from where you are now to where you want to be.

Once I gather this information from you, I will analyze it to see if the track you are currently on is likely to get you where you want to be. If it is, we just need to monitor your situation to make sure you stay on track, and adjust when we hit the inevitable bumps in the road. If it looks like we need to make adjustments to increase your chances of accomplishing your goals, we’ll look at your options together.

Your financial plan is a work in progress. We’ll revisit your plan at least annually to be sure you’re still on track to pursue your goals, and make any adjustments that may be necessary. There is no fee for financial plans or updates.

My experience has been that having an active financial plan is the best way to increase your chances of addressing your goals.