Financial Planning for a rapidly changing world


The face and demographics of our country are rapidly changing. The definition of the family unit has shifted. More couples are choosing not to marry, single women are deciding to have children without a partner, second marriages are more common, and multi-ethnic and multi-generational families are growing. Friends are choosing to cohabitate as the economy has shifted. The "gig" economy has created a lot of independent contractors that need guidance. And those couples that could not marry in the past are now able to do so.

This means that traditional thoughts about retirement planning, longevity planning, and needs analysis must shift to keep pace with societal changes and technological advances.

Our process tracks these updates and incorporates these progress points into our plans, so clients are aware of new options and circumstances that might effect their financial goals.

Regularly we attend educational conferences to get a better handle on these societal shifts, and the tools, strategies, and laws that could effect our clients.