Individual and Family Planning

Many people understand the importance of financial planning.  It lays the groundwork for a secure financial future for their family.  But most people face significant hurdles between their desire to do their own investing, while maintaining a comprehensive, deliberate portfolio that will help them reach their financial goals. 

Time is the most obvious roadblock.  We have so many things demanding our time and energy -whether it’s working or taking our daughter to soccer practice- which make it hard to prioritize financial planning.  When we do find time to sit down, our mind is often focusing on other things.  And, since many of us lack experience or confidence in investing, setting up an investment plan is often the last thing on our to-do list. That’s where we come in.  We want to make financial planning as approachable and accessible as possible.

Creating a customized investment portfolio requires more than reading articles and watching market analysts.  It involves knowledge and experience; understanding the markets and how they interact, as well as recognizing various investment opportunities.

When you meet with one of our financial advisors, we’ll start by identifying your goals for yourself and your family.  That may mean retirement, funding educational opportunities for your children, leaving a legacy for your family, or just wanting enough money to pursue hobbies and experiences that enrich your life.

Once we identify your long-term goals, we’ll discuss the timeframes for each of them and your risk tolerance.  You will learn about different investment vehicles and together we will craft a customized investment portfolio to help you create and achieve your financial goals. Since our relationship with our clients spans over years, we will meet with you regularly to make any adjustments needed as your goals may change.

We know financial planning is difficult and it isn’t for everyone.  Goodwin Financial is here to help you navigate the complex nature of financial planning.  Whether you are in retirement or just starting out, let our advisors help you put you and your family’s financial future on a secure foundation.