As professional financial planners we take the view that every client is unique. That is why at Lexington Avenue Capital Management, we take the time to get to know you and together we chart the course for your future.
The financial planning process is important to helping you define and reach your long-term goals. Each part of your financial life is related to all of the others. Tackling the problems one at a time is an inefficient process and less likely to achieve the outcomes you desire.
There are no perfect investments and all of your actions involve tradeoffs. Developing a plan helps you understand the tradeoffs and coordinate your efforts. As one example, many of your financial moves have tax implications. Understanding what these are and how they fit into the overall picture, makes it possible to manage your tax exposure in the way that is best for you. Planning ahead, in general, can lead to big savings.