We do the work that takes away the worry
Call for an appointment at 828-672-0003

We want to help you stay on course as you pursue your financial goals. A complimentary goal planning session with one of our Financial Consultants helps you assess your current financial situation and create a personalized plan for the future that’s focused on your goals. Wherever you want to end up, a goal planning session can help make sure you’re pointed in the right direction.

Call us at 833-742-6534 to schedule a goal planning session.

We build a personalized plan with you

Identify your goals

Your financial Consultant will gather some basic information, review your current investments, discuss factors that can impact your future, and most importantly — ask what matters most to you.

Explore scenarios together

We’ll collect your information to calculate the probability of reaching your goals. Then you can adjust factors like retirement age, yearly savings, and more to see how much small changes can potentially have a big impact.

Adjust your inputs

We can make it easy for you to explore how changing aspects of your plan can affect the probability of reaching your goals.

Stress test your plan

Create “what if” scenarios that take age and basic living expenses into account to see how events like market downturn or an inheritence may impact your retirement.

Leave with a plan

You’ll finish your session with an actionable investment plan in hand, the confidence you need to know you’re on the right track, and a support system to help you along the way.

Stay on target after your goal planning session

Sometimes goals change as life happens. That’s why our Financial Consultants are always available after your complimentary goal planning session to help adjust your plan as needed.

Call us at 833-742-6534 to schedule a goal planning session.