Broker Check

Do you have a financial plan?

plan  /plan/  (noun)

  1. a detailed proposal for doing or achieving something. 
  2. an intention or decision about what one is going to do.

synonyms: scheme, plan of action, idea, master plan, game plan, proposal, proposition, ploy, suggestion, project, program, system, method, procedure, strategy, formula, recipe, scenario, arrangement, schedule, agenda

A good financial plan is a living, breathing, regularly updated document that provides the step-by-step directions it takes to meet your financial goals. Plans remove uncertainty, address unexpected life events, and provide peace of mind for you and your family.

Planning takes time. Effort. Energy. Thought. Things busy optometrists don’t have a lot of capacity for. That’s why we break up our planning process into bite sized pieces, starting with the issues that are most relevant and pressing to you and prioritizing the remainder. We work with you to fully analyze and complete follow up items before starting a new section of planning, and go at a pace that allows you to fully understand and digest the plan you are putting in place. Our end product is practical and effective—summary oriented, user friendly and easily update-able.