4407 Belmont Ave
In general usage, a financial plan is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict future income, asset values and withdrawal plans.*
What do we mean by quantifying your goals? If your is to save for your child’s college education, we estimate how much will it cost when that time comes, and how much will you need to put aside to have a reasonable expectation of having enough. If you want to retire someday in the future, we help you determine how much will you need and when will you need it, and more importantly how do you get there from here?
*According to Wikipedia
College Savings Plans
Disability Income Insurance