At Boeckermann, Grafstrom & Mayer Wealth Management, LLC, our goal is to help clients assess where they are today and where they want to be tomorrow, as well as to provide the tools to meet those goals. We believe financial planning is a process and not just a one-time event. Once we have done initial planning, we review the plan annually to adapt to ever-changing conditions.
Our Personal Financial Planning services are constructed around a minimum of three meetings, and more if necessary.
- In our first meeting, we discuss financial objectives.
- In the second meeting, we explain our preliminary observations and how they relate to stated objectives. We then determine if any objectives, assumptions, or goals need to be changed.
- In the third meeting, and subsequent ones if necessary, we present our final recommendations.
Our customized approach will address any or all of the following issues:
- net worth calculation
- cash flow analysis
- risk management
- retirement planning
- income tax planning
- estate planning
- investment planning
- plans for education
- business planning.
Initially, many clients believe that financial planning is all about numbers. But we believe it is more than that. It is about dreaming. We help clients to formulate positive decisions that will affect the rest of their lives.