the financial planning pyramid


Financial Planning Pyramid


Planning for financial security is the process of helping you Imagine your Destination, Explore your Possibilities, Understand your Course and Reflect on your Journey so that you Arrive with ConfidenceTM.

The Financial Planning Pyramid is a widely accepted, simple navigational tool for building your financial plan.  The pyramid illustrates how developing a financial plan proceeds in an orderly fashion and is built on a sound foundation.

The pyramid demonstrates the priority with which financial planning issues are typically addressed.  As you move up the pyramid, the opportunity for higher yields increases; however, risk also increases and liquidity reduces.

By understanding the risks associated with each component as it pertains to each client’s unique situation, we construct a customized plan with an appropriate risk/reward balance.