Your Goals – LeConte Wealth Management

Your dreams in focusPurpose Built Planning
Is Goals-based Planning

Our process appears simple but behind the scenes our technology calculates a detailed picture of your future success. The result is a 360 degree view of your financial future created with fiduciary care.

Step 1

List and prioritize your goals.

It may look like this:

https://lecontewealth.com/wp-content/uploads/2019/03/goals.png

Step 2

Calculate your likely success in reaching your financial priorities.

…before we recommend any changes.

https://lecontewealth.com/wp-content/uploads/2019/03/goal-planner.png

Step 3

Look at each specific goal and adjust where necessary.

Improving your future outcomes.

Here we are adjusting a college tuition savings goal.

It may look like this:

…before we recommend any changes.

Improving your future outcomes.

If you would like to learn more or get started with Purpose Built Planning, reach out to us in this contact form.