Financial Planning

Clients often ask us, "When should we start saving? What are realistic goals for us? How much is enough?"

Financial Planning is more than just retirement numbers; it's about how you live your life. And, as you know, some people who've retired have all the right numbers, but seriously fail at retirement.

At Resonant Financial Management, clients come to us to pave their unique Financial Planning path and be confident in their choices.

We don't believe retirement should be a step function, or an all-or-nothing affair. Many people do some sort of work when “retired” and “retirement activities” while working.

Life is a journey and our clients don't see retirement as the end - it's just another step their your paths.

Consider these questions when planning your finances:

When can I retire?
How much can we afford on the upcoming wedding – or should they just elope?
How much can we afford for college?
Should we buy or lease a boat?
Should we buy or rent a house?
How much should be put away in our retirement accounts?
What kind of retirement plan should I start in my business?
How should I sell my business?
How can I minimize my Death Taxes?
What should I do if my wife’s kids are spendthrifts?
My husband is really not great with money and I want to protect myself and him. What should I do?

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