inancial planning is a life-long pursuit, subject to change over time. Circumstances change, like during and after a divorce. Forensic accounting often focuses on the past and determines what parties are legally required to do and legally able to receive. The analysis however should not stop at the divorce, but rather, should continue post-divorce.
Financial planning starts with an in-depth understanding of a client’s client issues and concerns and a clear understanding of his or her needs and goals. Whether you just decided to start financial planning, or you just experienced a life changing event like divorce, we can help you identify issues and set goals. At Stief & Castro, our financial planning professionals are continually working to make those goals a reality for each and every one of our clients. We are dedicated to helping our clients make smart, educated and well-thought out financial decisions throughout all stages of life.
We assist our clients with “big picture” budgeting and cash flow planning, tax planning, retirement planning, investment planning, education planning and insurance planning goals. Then, we work with other professionals, including portfolio managers, insurance specialists, retirement plan consultants, accountants, lawyers, bankers, real estate professionals and mortgage brokers (to name a few) in order to help our clients connect with the right service providers, while helping our clients keep their eye on the big financial picture.