Financial planning is a step-by-step process. You must assess your current situation, define your goals, create a plan to achieve them, and execute and monitor the plan. This process is critical. You can’t skip a step. You can’t cut corners. Each step is essential.
At Barrett Capital Advisory, we follow our process with each of our clients. It's life's most important math problem. We define what we want to achieve, then we use the principles that we have learned from years of working with clients to create a plan to achieve your unique goals.