Financial Independence Planning

Planning for financial independence and/or retirement is at the core of our financial planning process. Most of our clients are looking to reach financial independence while balancing decisions on their current quality of life. They aim to reach financial independence so they can work on their own terms, which may include cutting back hours, starting a business, take time off, join a more fulfilling venture, or retire. Our analysis helps clients understand how the decisions they make today effects their financial independence timeline so they can make informed decisions for their families.

Once our clients reach financial independence, our objective is to protect their wealth to make sure they remain financially independent. This allows them to enjoy the next chapter of their life without continually stressing about their finances.