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Financial Sustainability Review

Discussion of Goals
We work with you to identify your life goals in regard to lifestyle spending, legacies for family, charitable giving, and desired age to stop working for earned income.

Identification of Resources
We inventory your financial resources - current income and savings rates, sources of future income, and accumulated wealth.

“Probability of Success" Analysis
We perform a rigorous statistical analysis that estimates the probability that you can successfully meet your life goals, given your financial resources.

Balance Goals with Financial Resources
If your goals are inconsistent with your resources, we work with you to help you identify the factors that have the greatest chance of improving your “Probability of Success”. If your financial resources are in excess of your goals, then we help you explore ways to expand your goals.

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