At BlueSky Investment Counsel, we understand that every financial journey is unique. Our pride lies in delivering tailored financial planning considering your needs, goals, and challenges. Whether you’re looking for retirement planning and investment advice or a business owner needing financial management and employee benefit solutions, our skilled advisors will work closely to develop a personalized financial plan that matches your objectives. We are dedicated to helping individuals and families achieve financial goals and secure a prosperous future.
BlueSky Investment Counsel offers an extensive range of financial services to meet the diverse needs of our clients. From estate planning and tax optimization to risk management and business succession planning, our team of seasoned professionals brings the expertise and knowledge necessary to support you at every stage of your financial journey.
Unlock the full potential of your financial future with BlueSky Investment Counsel as your trusted advisor. Contact us today to schedule a consultation and experience our unique blend of expertise, personalized service, and comprehensive solutions that are tailored to your specific needs, helping you navigate the path to financial freedom.
This step requires for the client redefine their relationship with money and see it as a tool instead of just accumulating as much money as possible without knowing how to properly use it to reach their objectives. The objectives could be any of the following or a combination thereof:
1. reaching lifestyle goals at retirement
2. insuring children’s future by saving for their education or leaving them a nest egg
3. and, or paying off existing debt.
From your current expenses, to your savings, debt level, home values etc… we work with you to get all the relevant information to generate a Net worth Statement reflecting an accurate picture of your current financial situation.
At this point we rank your goals by degree of importance, we then match them with your various assets today and in the future to make sure your most important goals are achieved first. This will also include the level of risk to take in your investments, set up a realistic expected rate of return and drive your investment strategy.
At any material event in your life, income or assets values which could be for instance an unexpected inheritance, a marriage or a new job. We review how this affects your goals and if we are still on track and what needs to be done to make sure we are on track.