Here at Garrison/Knight we want you to achieve your optimal financial health. Just as it would be for your physical well-being, this is a life-long commitment.
Whether your goal is to run a marathon or to live comfortably in retirement, success doesn't happen overnight.
Here's where we can help:
1. Quantify your End Goal. We know a marathon is 26 miles, but do you know just how much money you will need to live comfortably in retirement? We help you determine that number.
2. Identify your Strengths and Weaknesses. Maybe you need to build up to a 10k run before you tackle a marathon. Are you a disciplined saver? Or do you spend all your paycheck each month? We help you build on what you have already and give you tools to change behavior when needed.
3. Create a Plan that Works for You. Every runner has a running plan to get them to race day. You may know the date your child goes to college and the amount of tuition, but how are you going to pay for it? We help you design a savings & investment plan tailored just for you.
4. Monitor your Progress. Top athletes have coaches that help them stick to the plan as they train. We perform periodic checkups and adjustments to your portfolio as needed to keep you on track to your financial goal.
5. Celebrate your Successes. Long term goals are more easily achieved when milestone accomplishments are recognized. Our plans include interim achievements so you stay motivated.
Why We Are Different Learn more about OUR SERVICES
Garrison/Knight has only one focus: you, the client. As a fee-only practice, we do not sell financial products nor do we require your assets to be under our management. We are only compensated by you, the client, for the advice we give on an hourly basis. Because there are never any third-party agendas at work, you can rest easy knowing that our recommendations are personalized just for you.
As your financial coach, we guide you through an innovative but structured process to:
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Lea Ann Knight, Principal, Garrison/Knight Financial Planning LLC., and her editorial staff. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Links to other sites endorsing a stock should not be construed to be a recommendation of that stock by any member of Garrison/Knight Financial Planning LLC. Fee-only financial planning and investment advisory services are offered by Garrison/Knight Financial Planning LLC, an investment advisory firm registered with the Securities Division of the State of Massachusetts. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state(s) in which GKFP is licensed (Registered Investment Advisors are legally empowered to provide investment advisory services only to residents of the states in which they are licensed).