Financial Sustainability

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Discussion of Goals

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We work with you to identify your life goals in regard to lifestyle spending, legacies for family, charitable giving, and desired age to stop working for earned income.

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Identification of Resources

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We will identify and discuss how your goals will be funded. We inventory your financial resources - current income and savings rates, sources of future income, and accumulated wealth. Whether your wealth was earned over the course of a professional career, through the sale of a business, inheritance, or other means, we believe we offer the expertise and attention to detail needed to make sense of the nuances and help provide a clearer picture of your future goals and dreams.

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"Probability of Success" Analysis
 

We perform a rigorous statistical analysis known as a Monte Carlo simulation. These computational algorithms rely on repeated random sampling to obtain numerical results that estimate the probability that you can successfully meet your life goals, given your financial resources. While it is important to understand that a variety of outcomes is possible, we try to help you with better financial decision-making in the face of uncertainty.

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Balance Goals with Financial Resources

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If your goals are inconsistent with your resources, we work with you to help you identify the factors that have the greatest chance of improving your 'Probability of Success'. If your financial resources are in excess of your goals, then we help you explore ways to expand your goals.