Integrating Many Complex Topics Into A Cohesive Strategy
Few things are more important than making sure your finances are on a solid foundation. And yet, with many competing demands and complexity, it is challenging to develop an appropriate, comprehensive strategy. We can help.
We listen to your goals, objectives, and concerns. We gather specific information, evaluate it, and develop written and customized recommendations. We typically meet several times as a range of alternatives gets narrowed down to actionable steps. If desired, we will assist in implementing the agreed upon recommendations. Lastly, we monitor your ongoing progress so adjustments can be made as market conditions fluctuate and unexpected events occur. A Johnston Investment Counsel comprehensive financial plan will include: