At Wilson & Boucher we believe that financial planning is a life-long process that needs to adapt and adjust to all stages of your life. Critical to this process is focused goal setting, selection of appropriate investment strategies and consistent performance monitoring so that you can meet your short- and long-term financial objectives. Working together we can make this planning an easy process.
Step One: Identify and prioritize specific financial and life goals. These may include planning for retirement, funding educational expenses or managing estate planning. Common factors to consider are:
Step Two: Create several possible investment scenarios based on your goals.
Based on the information gathered in Step One, we develop recommendations for a financial plan that matches your goals. Together we review the plan to ensure that you are comfortable with our recommendations and that it addresses your concerns and priorities.
Step Three: Put your financial plan into action.
Once we have agreed upon a plan, our job is to start making your investments work for you. We communicate frequently to ensure that the plan is consistent with changes in your financial situation, and we consistently monitor the performance of your assets to keep you informed on a regular basis.