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Jericho Office

500 North Broadway,

Suite 251
Jericho, NY 11753

Financial Life Planning

Financial Life Planning

What is it? 

Financial life planning is an approach that merges personal wealth into one's desired lifestyle. It addresses both investing and personal lifestyle issues holistically.

-FLP explores what money means to a client both tangibly and intangibly.

-FLP anticipates client life events and transitions, and making financial preparations for those transitions.

-FLP assists clients in the process of answering the "What IF" questions that are associated with one’s financial goals. 

-FLP helps clients with answers to questions they didn't think to ask. To initiate discussions of the non-financial aspects of retirement living and other financial goals important to the client.

-FLP helps clients develop and coordinate communication between a network of professionals involved with helping clients attain their goals.

-FLP involves periodic review of the changes in a client's life circumstances along with changes in the market.