It is of paramount importance to develop a clear understanding of your financial picture and set reasonable expectations for your financial future. Financial planning helps set a path to achieve financial goals and milestones, simplify your life, and allow you to make smart choices through informed decisions.

As you age, you will likely experience major life changes such as an increase or decrease in income, dependents, and an expansion of financial responsibilities. It is crucial to revisit your financial planning, investments, and estate plans, and track your progress throughout your various money milestones across the decades of your personal wealth journey.

The goal for our clients throughout each money milestone is peace of mind. At the squares below, we break down what we believe are the top wealth planning priorities in each decade of life.