Financial planning is like navigation. If you know where you are and where you want to go, navigation isn’t such a great problem. It’s when you don’t know the two points that it’s difficult.
-Venita VanCapel
Making a plan
is the first step
At Armor, the Financial Life Planning process is customized to every client and always begins with clearly identifying goals.
Like a flight plan for a pilot, we understand that the initial plan is critical as a guide, but that the real value from a planner comes after takeoff when we conduct ongoing reviews and updates to the plan in response to life changes and economic changes. Multi-generational planning has a longer time horizon and therefore even more course corrections as situations change.
FINANCIAL LIFE PLANNING
INVESTMENT MANAGEMENT
