Goal-based Planning

Goal-Based Planning

Goal-based planning focuses on the client’s needs, including their lifestyle and habits of spending.

We look at the full picture of finances in order to find the best planning that fits your lifestyle. Ultimately, taking a different perspective on someone’s life presents the best opportunities and options for saving.

Traditional financial planning focuses on setting benchmarks and assigning risk comfort. While this can be helpful in gauging investments and products, benchmarks rarely provide realistic information about whether a portfolio will meet a client’s long-term goals.

Essential Advisory Services advisors approach each client with a holistic view of their finances and life. Each client saves money differently, just as each client has different goals and long-term focuses. While there might be a void within a client’s portfolio, we look at the entire portfolio and the end goals of the client before advising the purchase of a specific product as a solution.

Family first and multi-generational

By changing how we look at a family, and by putting the family first, Essential Advisory Services creates goals that build and compound wealth over many generations. Instead of focusing on a one-dimensional portfolio, we consider all of life’s cycles and transitions. Life is multi-dimensional, and your financial planning should be, too.

We take into account all of life’s transitions while we keep our clients focused on the goals they want to achieve. With the end goal in focus, different opportunities can present themselves in different sectors. Essential Advisory Services puts our clients in the best position to maximize and grab each opportunity.

family-first

Integrity, competency and compassion

Goal-Based Planning

We understand our clients are people with lives, hopes, and dreams. It is our responsibility to make sure we act with integrity, competency, and compassion to ensure each of our clients meets their financial goals.

Essential Advisory Services acts responsibly in all matters of financial planning, making sure the entire picture of finances is presented and accounted for in order to achieve our clients’ goals.

Download our e-book: Begin with the End in Mind

How Goal-Based Financial Planning Can Guide You to Your Retirement Dreams

Goal-Based Planning
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Goal-Based Planning
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