Understanding Your Values
A large part of developing the right roadmap to wealth building and wealth preservation is understanding your values. We do this by getting to know your comfort zone, gained through obtaining your appetite for risk and what investments and strategies make sense to you, and what you want to create and maintain.
Making sense of your values will help us craft a financial plan that is unique to your needs, and tailored to the outcomes you want to achieve.
Knowing Your Goals and Objectives
Also important in crafting an effective financial plan is understanding what your finish line looks like. This goes beyond asking where you want to be at the end of your career. It focuses on clarifying what you really want and what's meaningful to you. It takes into account your anticipated expenses and how much you need to have on hand to meet them.
Clarity adds to the usefulness of a financial plan, as it helps formulate the realistic end game that's best for you and your family.
Getting You From Here to There
Getting you to your goals and objectives also means we need to know where you are now, at this very moment. As part of our relationship, we'll examine your current financial situation, including wages, income, and current investments. With that information in hand, we're better equipped to build a bridge to where you want to be.
This involves more than a "one-and-done" strategy however. We continue to monitor what's in place, making adjustments as needed in the face of life changes and requirements.
Starting Out
Growing Wealth
Nearing Retirement
Living In Retirement
A Unique Strategy, Specifically for You
The Stortz Financial Group proven approach creates a financial strategy that's uniquely tailored to where you are now, and where you envision yourself going.
Even better – once you start building your wealth and investments, we work with you on tax strategies to ensure you keep as much of your wealth as possible.
As a result, you are secure in the knowledge that you have enough to fund your post-work years. And you can rest assured that those assets passed down to your beneficiaries won't diminish in value.
16 Wall Street Cliches in 60 Seconds
