Your Goals

Creating a financial road map for your life is critical. You know where you want to go, but you need to know how to get there.
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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.

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

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