Financial Planning

We believe a financial plan is your GPS to a successful retirement. The planning process can include: discussing your necessary, target, and aspirational goals, identifying where and when your future resources needed to fund your retirement will be coming from, cash flow planning, investment review and management, insurance review, estate plan review, elder care planning, and education planning. The typical planning process flows as follows:

  • Discovery
  • Goal setting and values clarification
  • Cash flow estimations
  • Portfolio analysis and recommendations
  • Insurance analysis and recommendations

We can help you with a wide variety of decisions from when to buy a home and how much you can afford to how to save for vacations or major purchases. We can suggest disciplines for paying and managing debt and methods for providing education support and the many other needs of your family. SWM helps you assess your current situation, clarify your future goals, and develop a financial plan to help you meet your retirement goals.