Financial Planning

The Value of Financial Planning

At Monument, we believe that the key to having peace of mind begins with a financial plan. This peace of mind flows from the confidence to take action and make financial decisions that will likely accomplish a family’s goals and objectives.

Our team helps client families ask the right questions, and functions in a coordinated way – allowing delegation of much of the administrative activity and complexities that may interfere with quality of life.

A well-designed and implemented financial plan gives a client family the confidence to proceed with other activities which are consistent with the family’s goals, objectives and resources such as pursuing philanthropic avenues, creating new businesses, retiring earlier, traveling more, purchasing a yacht, developing a vacation property or supporting more remote family members.

Financial Planning Services

We tailor our financial planning services for each client family by understanding their objectives as part of a bigger, interrelated picture and then developing a plan that is unique to each client. These services include, but are not limited to: