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reaching YOUR savings target

Saving for a Specific Goal - #3 top request by clients “How long will it take for me to save for a ___________ (i.e. 2nd house, car, college, supplemental income…)?”.

Regardless of what goal(s) you are trying to achieve, we have invested nearly 30 years in developing a process for clients to clearly communicate their goal(s), prioritize, implement, monitor and to achieve & maintain their success. Transforming their anxiety to achieve a work optional life into anticipation.

Savings Target – instead of answering endless number of questions about investment account balances, budgets, cash flow analysis, rates of return. We make it quick & easy.

   1. We simplify all the parts of your unique goal into one number

   2. It’s easy to understand:

  • if your Savings Target is > 90, you have arrived at your destination.
  • If your Savings Target is < 95, we will provide you with a guided path to an achieve a Savings Target  > 95.

Our work doesn’t stop at this point, your Savings Target must be monitored and realigned to maintain your goal. We will provide you the guidance to help ensure that you will sleep well at night.

UNIQUE TRANSPARENT BENEFITS: With your Savings Target, you can NOW easily track your goal(s).

  • Your Savings Target  is easy to remember
  • We monitor your Savings Target progress quarterly to help ensure you that you remain on track or contact you when to make an adjustment along the way to put you back on track.
  • Turning anxiety into anticipation allow clients to focus on more important activities: Family, Occupation, Recreation

Start the process to discover your Savings Target today and simplify YOUR financial life!