Financial Needs Analysis

Financial Needs Analysis:

One of the primary difficulties of financial planning centers around the fact that so many assumptions must be made. These include assumptions about interest rate, inflation, targeted rates of return, life expectancies and other factors. Small changes in any of these factors can have a major impact on the financial independence of a retiree. Cited from: Investopedia

At Scarborough Financial, we use detailed financial planning software powered by e-money called Wealth Vision.

This holistic approach allows you to see how different scenarios, financial choices, and assumptions affect your plan and give you a better look at the big picture.


Here is a short video highlighting the benefits of this style of planning.