Service Areas

Financial Planning

Financial Planning refers to the comprehensive, purposeful discipline and practice of evaluating current and future financial situations. Currently known variables are used to predict future cash flows, asset values and withdrawal plans in order to develop and implement an action plan that helps meet goals and objectives.

Mosher Financial Advisors’ planners meet with clients initially to gather pertinent data and assess the current situation and concerns, and then define an initial plan of action.

Over time we meet to work through specific modules within the personal financial plan and regularly revisit each element to make needed adjustments that support achieving personal and financial goals.