System Requirements

Successful financial planning involves more than the balance in your portfolio. A strong financial plan represents what is important to you as an individual—in other words, your fiscal philosophy.  

  1. Debt: How much debt do you have? Are you comfortable with that level of debt?

  2. Savings: How much savings do you have? Are you comfortable with your level of savings?

  3. Spending: What is your level of spending? Are you comfortable with your level of spending?

  4. Giving: What is your level of charitable contributions? Are you comfortable with your level of charitable contributions?

  5. Stock Market: Does investing in the stock market make you nervous? Are you comfortable with your level of investment in the stock market?

  6. Insurance: How do you feel about insurance? Are you comfortable with your level of coverage?

  7. Children: What is your attitude regarding supporting your children? Do you expect them to earn their own way, or do you want to give them every advantage? Somewhere in between? Are you comfortable with what you can provide them?

  8. Retirement: When do you plan to retire? As soon as possible? Never? Somewhere in between? Are you comfortable with your current retirement plan?

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