Planning for People
“A goal without a plan is just a wish”.
-Antoine De Saint-Exupery, author of the Little Prince
It’s difficult to get where you want to go without a map to guide you. It’s no different with reaching your financial goals. How do you bridge the gap from where you are to where you want to go? It can be done with financial planning, and it does not have to be daunting, or keep you from enjoying what you are doing today. Verium will help you establish what your financial and life goals are, what you will need to do to reach them, how to then invest wisely, and ultimately how to spend wisely to achieve financial goals and plan for retirement.
So what do you get when from a Verium financial plan?
-A numerical score that tells you how likely you are to reach the goals you life you say you want
-An analysis of how you can improve your odds
-A clear and understandable view of your financial matters
-Suggestions on a possibly better approach to your investment mix
-Potential tax savings
-Exploring alternate scenarios for when you retire or can change your profession to something more rewarding
And possibly the most important thing? The feeling that you are informed and organized in order to meet the goals you say you want.
Our Process and Philosophy Click here for a better understanding of what we do for you and what our values are.
Free Resources Click here to use all of our free resources on Financial Planning.
Verium Financial Planning is located at the Seacoast, in Dover, NH. Feel free to send us an email, or call us at 603-343-2903. We are here to help you achieve your financial goals.