Just as every business needs a plan, so too do individuals and families.
What's important to you?
I can develop a comprehensive needs based assessment for you, taking into account your current financial situation and your short and long-term financial goals. The plan will detail how much money you should be setting aside to meet those goals, and how long it might take you to achieve them.
You can then use the plan as a starting off point when meeting with your investment advisor, and to chart your progress year by year.