Financial Planning

ocean-shoreComprehensive financial planning advice is also available on a one-time or ongoing basis.

Natural Investments advisors are often asked to help clients think through financial decisions beyond the choices of investments. While we do not give legal, insurance, or tax advice, we can assist in development of a comprehensive financial plan. This may include any or all of the following: analysis of present position, holistic goal-setting, risk and insurance assessment, and tax, college savings, retirement, and estate planning in the context of financial and investment advice. The planning process will consider the client’s goals, financial position, and social and ethical priorities.

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