The document at the core of your financial life is your Foundational Wealth Plan – this plan clearly defines your financial goals and objectives over a long-term time horizon.
Designed with You in Mind
You can track your progress by using your Foundational Wealth Plan, a working document that can help provide a disciplined approach to managing wealth. It can be tempting to make ad hoc decisions about your financial situation out of panic or overconfidence. But your personalized plan is designed to help you keep perspective of your long-term goals and objectives.
Your Foundational Wealth Plan will also track your progress and help provide continuity from one year to the next and prevent misunderstandings about your plan between us or your other financial professionals. It clearly explains the nature of our relationship and the strategies we’ve agreed to implement. |
