Is money the way you keep score in your life? We believe that money is only a tool, a means to an end. Therefore, we'll focus on your lives and what's important to you before we talk numbers. For example - why are you saving? What money messages have you kept from childhood? Where are your biggest "pains" and what brings you joy? How would you define success if we work together?
Until you (and your spouse) understand what drives you to save and spend, it may be difficult to have a healthy relationship with your money. Once you do, though, financial planning has a purpose and logic. Helping clients through this process is immensely gratifying.
At Milestones, we don't believe people need a plan, they need planning. You may come to us for investment advice, but what you get is an advocate, a watchdog, and a caring advisor who helps you understand how complex money decisions make a difference in your life. We are actively involved in every step of the process. That means you are interacting with a person instead of struggling with a long-winded, soon-to-be-outdated report.
It is never too late to tackle those sticky financial issues. It's important to find an advisor who is capable, trustworthy, and empathetic. And because we are members of NAPFA™ (the national organization for Fee-OnlyTM financial planners), you will never pay a commission or find yourself referred to a company that is going to pay us a bonus for sending you to them. The right person can have an unimaginable impact on your quality of life - both now and in the future - so our first chat (by phone or in person) is free. We want you to make a choice that you will be glad you made for years to come.
Call or email to find out more about your no-charge initial meeting - we look forward to hearing your story!