What We DoFinancial Planning
You are constantly faced with a multitude of financial decisions. Have I saved enough to retire? Can I afford a summer home? Should I be saving more for my children’s education? At Means Wealth, we believe in the importance of making every investment and financial decision using a thorough, well-constructed financial plan as your guide. This is why we offer financial planning to all of our wealth management clients as an integrated service.
Through our financial planning process, we explore the details of your current financial picture and your long-term financial objectives. We then use this information to produce a written financial plan, which includes feasible, sustainable recommendations to help you achieve your financial goals. We’ll review this plan with you on an ongoing basis, updating the plan to reflect significant changes in your financial picture and short and long-term financial goals.