How does LFA create a financial roadmap?
We first focus on your goals, priorities and values. This provides us with knowledge of where you want to go. You may wish to reduce current income taxes, fund the education of a child or grandchild, and/or enjoy a secure retirement. Your individual values help us find an appropriate balance. An in-depth review of your current finances provides us with the starting point. We conduct an analysis of your cash flow, investments, taxes, retirement plans, risk management requirements, estate planning and if you are close to retirement or are retired, we develop a sustainable withdrawal strategy. Once we know where you are and where you want to go, we develop easy to follow recommendations. The recommendations are the roadmap of how to achieve and prioritize your goals.
