Financial Planning

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Plan Your Financial Future

When you build a new home, you have plans describing each step of the architectural and building processes. You should bring the same sense of purpose and rigor when developing a detailed financial plan. It should address the needs (and wants) during the various phases of your financial life.

A comprehensive financial plan is crucial as it adapts to the various phases of your life. From your working years to the transition period of consulting or part-time work, and finally, to retirement, each stage has unique considerations that shape your financial future. Having a flexible plan ensures you’re prepared for each phase, helping you meet your goals and adjust to changing circumstances.

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Your financial plan should include in-depth details about your savings, expenses, investments, tax, and estate circumstances during your working and retirement years.

At Breakwater, we simplify financial planning by helping you develop a plan focused on your long-term financial success and in support of the goals that you want to accomplish. This gives you the confidence to make informed, objective short and long-term decisions.

Our approach has 5 key elements:

1

Client Comprehension

We begin by getting to know you as individuals with hopes and dreams. We then help you envision how you want your life and legacy. This includes understanding your objectives and aspirations.

2

Data Collection

We will have in-depth discussions, grounding us in the financial details of your life, such as your assets, income, liabilities, expenses and tax situation.

3

Develop Financial Plan

We help clients understand their finances, create goal-oriented plans, simplify their financial lives, and make informed decisions.

4

Taking Action

Ultimately, the financial guidance that yields the greatest benefit is the guidance you implement. Your team at Breakwater will be with you every step of the way to help put the plan into action.

5

Ongoing Support

We connect with our clients regularly through scheduled meetings to track progress, celebrate successes, and discuss new ideas and opportunities. Your financial plan will evolve and change as your life evolves and changes. Meetings can be face-to-face or virtual.