Life-Enhancing Financial Planning
In the development of your life-enhancing financial plan, we will explore together what has triggered your pursuit of planning at this point in time. What are your concerns, your dreams, your fears, your needs, your strengths and perhaps, your weaknesses? When blended with your financial resources, the Aequus team uses these insights to build scenarios to measure the path to a successful, fulfilling life, as define by you.
We then create an action plan, organized by priorities, to achieve your goals. While the Life-Enhancing Financial Plan is developed during the initial year of engagement, for ongoing wealth management clients, the plan is reviewed on a regular basis to help you stay on track as life changes.