Financial Planning

Crafting a Master Financial Plan

Financial planning is the creation of a financial roadmap that offers a comprehensive picture of your current finances, your financial goals and any strategies you've set to achieve those goals. It helps to answer the questions, where do you want to go and how do you intend to get there?

Financial planning includes details about your cash flow, savings, debt, investments, insurance and any other elements of your financial life, helping to reduce your money stress, support your current needs, and build a savings for your longer-term goals, like retirement.

At Private Ocean, we know that everyone’s financial plan faces different challenges - as expected and unexpected events impact your life. Our advisors are here to help you address those challenges head-on, with:

  • Pre-retirement and retirement planning
  • Business ownership and succession
  • Asset protection and insurance
  • Charitable giving
  • Education funding
  • Taxes
  • Stock options
  • Investments
  • Estate issues
  • Life changes due to divorce, health issues, inheritance, and more

We can help you integrate some or all of these factors into a master financial plan, analyzing your situation with great sensitivity and care. As financial planning professionals, we discuss, we educate, and we research, empowering you to approach the financial planning process with confidence and a clear understanding all your options.

Want to learn more about how financial planning may fit in with your overall financial journey? Provide us with a way to get in touch using the form and we'll get right back to you.