Perhaps your goals include retiring early, buying a vacation home or pursuing another life dream. If you are like many others, you are also concerned with your children's education and providing for your family in case of your death. Whatever your life goals, financial planning helps you meet them.
It is a systematic and comprehensive approach to financial security through proper analysis, planning and management of your financial resources.
Comprehensive financial planning includes:
Hemenway & Barnes LLP can help you develop a clear picture of your financial situation and a comprehensive plan to achieve your goals. Our financial planners, tax professionals and investment advisors will:
Financial planning is a process; it does not end when you complete your initial plan. Changes in your life circumstances, such as marriage, the birth of a child, changes in tax regulations or sale of a business, require regular assessment and revisions to your plan. We recommend a periodic review to ensure it is still in line with your financial situation and life goals.