Personal Financial Planning

At Independent Planner LLC. our first job is to learn about you. We need to discover your needs, goals, priorities and preferences. What do you own, earn and spend? When will you need your invested assets? We use interviews and questionnaires to collect data and generate information we need. We use our experience to translate your competing goals and various priorities into an understanding about your attitude towards financial markets, volatility, gains and losses. An impartial measurement about the investor's feelings about risk shapes a portfolio's design more than any other factor.