Every single one of our client engagements at TIM involves some degree of comprehensive planning. Whether it is portfolio management, planning for major life events, or forming a multi-faceted, generational family plan, our process ensures that we cover the correct topics and ask the right questions.

Put simply, there are two ways to go about planning: compartmentalize the quadrants of your financial life, or develop a plan where all of the pieces move harmonically towards the same goal.

Plan Development for a Family

Click Image for Larger, Hypothetical Example