If you want to built the perfect custom home, you don't run out and start buying bricks, and lumber, and hammers and nails. You think long and hard about what you really want, where your really want it, and what it should look like. You then search far and wide to find a tract home that meets your criteria, or you hire an architect to design your perfect home.

Yet, when people try to envision their perfect financial future, they pretty much helter-skelter start buying a little bit of this investment, and a little bit of that. Very few people take anywhere near the time to plan their financial future that they do to plan their perfect home. Futureproof Finances LLC has the skills and tools to be your financial architect. As such our services include:

Determining your current income, expenses, and savings
Understanding the financial needs and desires of you and your spouse
Evaluating your attitudes towards financial risks
Updating or creating your personal balance sheet
Creating a baseline financial profile and forecast from now to your age 100
Showing you all of the possible changes to your future financial security for many different assumptions of market performance, inflation, investment returns, portfolio structures, spending patterns, retirement time frames, and legacy desires
Providing a variety of investment suggestions to "futureproof" your financial future and show you their impact on your financial profile and forecast
Providing a set of specific investment suggestions and suggested sources of "second opinions"
Assisting you with the implementation of your financial profile with alternative product evaluation and selection
Training you on the use of the compterized tools that you need to monitor and manage your financial profile
Perform monthly, quarterly, or annual reviews of your financial plan and profile, with suggested changes and updates.

Financial Planning and Consulting Services