Wealth Planning

What it takes to achieve one’s financial goals is different today than it was in the past. This new reality manifests itself in a unique cash flow picture, leading to different spending patterns before and during retirement. Too many investors default to intuition, using their instincts without taking into account real information and how that impacts their finances.

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When you choose to create your financial plan with Haverford, you help put yourself on track toward a more confident financial future.

Built on three pillars that are vital to wealth planning — Intentions, Insights, and Integration — our process allows us to create a customized plan based on your needs and your goals. We work with you to create a full picture of your financial situation and specific goals, identify any gaps in your plan, and then make recommendations to implement key strategies to help you achieve ongoing peace of mind.

Here are the wealth planning services you receive when you work with us:

  • Detailed net worth statement and balance sheet

  • Retirement needs analysis

  • Education expense and funding analysis

  • Gifting strategies

  • Estate plan review

  • Cash flow analysis

  • Insurance policy summaries

  • Loan options for purchase and refinance

We know that planning for major life milestones, which can change over time and cause financial implications, may create some anxiety. Executing a financial plan requires a long-term commitment — and we'll be with you every step of the way.

Whether you are looking for an analysis to reassure you that you’re getting the most out of your money now, or want to develop a detailed plan to ensure that you’re prepared for whatever happens in the future, our wealth planning team can help.