Plan Development

At your Plan Development meeting, Jay Kabad, CFP® and/or Anasuya Kabad, CFP ®, will complete a portfolio stress test on your current investments. They will also review any current statements, as well as any estate planning documents you may have. By completing the portfolio stress test, we can ensure your financial goals and objectives are in line with your level of risk comfort. Once this step is completed, we will create a detailed custom financial roadmap that aligns within your goals and needs!