Generational Planning

The Counsel Wealth Management Team believes no two client situations are exactly the same. We also believe every client deserves the right to have their personal and financial stories told while we listen. Once we gather all the relevant facts we can then start putting a plan together to accomplish your goals. While every client situation is different, we also believe there are alternative priorities that can be associated with each generation. Using Generational Planning as the foundation of a client’s individual plan enables us to provide age-segmented considerations that are likely to impact each client’s long-term planning, investing and saving decisions. Please click the appropriate generational button to learn more about how we address the different financial goals of each generation.