Life cycle planning is recognizing that each stage of your life brings something different.
Financial and tax planning are often done in a vacuum or at a single moment in time, without consideration of how each stage of life brings about different opportunities, risks and needs.
Each stage of your life alters the nature of the questions you should be asking, the risks you face and the unique needs of that time. Each new stage requires you to re-think how you’re managing them and whether you should shift priorities as you move through this new phase.
At Compass Financial, we know that life cycle planning helps you understand the dynamic nature of your financial life and develop a plan that evolves over time to meet those changing needs.
