Quality Financial 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.
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 financial 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 financial planning services you receive when you work with us:
Detailed net worth statement and balance sheet
Retirement needs analysis
Education expense and funding analysis
Estate plan review
Cash flow analysis
Insurance policy summaries
Loan options for purchase and refinance