Peace of mind through financial confidence

Financial Planning

Financial planning is a process.  At Arbutus Financial, we use a six step process to take stock of where you are today and identify strategies to help you accomplish your current and future goals. By working together to help you discover and define your values and goals, we will clearly understand your vision and assure your financial plan fits.  We answer questions about retirement forecasting and planning. What contingency planning has been done?  How much money do you need to keep your current lifestyle in retirement?  By identifying the challenges to accomplishing your vision, we can build a plan addressing the barriers to achieving your goals.  We will help you to implement recommendations and complete the steps paramount to your success.  Finally, we will meet annually to update the plan and assure life’s changes are addressed in your plan.

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