“Goals based” approach to planning
Everyone has hopes and aspirations in life and often the only curb on achieving these is the lack of financial wherewithal. Life goals can loosely be considered under the headings “Must Haves”, “Would Likes” and “Dreams”; financial goals are no different.
Financial planning, at its most basic, is putting in place a plan to help a person or business achieve their individual objectives in a specified and broadly logical order.
Elmore are not licensed to offer Life or investment advice. Therefore we have partnered with a leading financial planning firm with a “goals based” approach to planning.