Goals Based Planning

Plan for What Matters the Most

A goals-based planning proposal is a valuable tool. It will help you assess your current situation, identify areas where modifications would be beneficial, and make future projections. Goals-based planning has three steps:

Goal Planning

After completing these steps, your advisor will recommend investment strategies designed to optimize your returns for your level of risk. Simulation charts will demonstrate the “best,” “most likely,” and “worst” case projected outcomes based on the recommended strategies. Once created, your proposal can be reviewed and updated periodically. Goals can be prioritized, keeping the focus on those that matter most to you.

Having You at the Center of our Relationship

Goals-based planning is only a part of what we do at Wealth Advisory Services. The information we gather for your proposal may lead to questions about budgeting, tax strategies, insurance coverage, banking services, retirement planning or estate planning. We will happily advise you on those and other matters.

Perhaps your situation calls for a more wide-ranging financial plan. We offer a comprehensive financial planning process that covers all of the above items plus evaluation of life insurance policies, guidance on social security benefits, analysis of liabilities, and information regarding charitable giving techniques.

All of the services we provide are intended to help you fulfill your aspirations and to give you greater peace of mind. We will never forget that understanding your needs and concerns, hopes and fears, dreams and expectations is essential. After all, the most important asset we manage is our relationship with you.