R&A will help you envision the perfect way to achieve your unique lifestyle. Then we’ll work together to create a financial plan to meet your goals.

Understanding your retirement goals

What do you want your future to look like? Have you really thought about it? Articulating your financial planning goals, prioritizing them, and creating a financial plan are the first steps to gaining more control of your finances and your life.

You may not realize it, but financial planning encompasses many different aspects. In order to know how much money you will need, you will need to understand your goals.

Your goals are just that – YOUR goals. You may want to:

  • Retire early.
  • Start a business.
  • Stay in your San Diego home.
  • Move to another part of the country (or world).
  • Remodel your house.
  • Continue to save for your grandchild’s college tuition.
  • Travel overseas each year.

The possibilities are endless. Decide what you want your future to look like and fee-only Rowling & Associates will work with you to create a financial plan to get you there. Call today to schedule your free introductory meeting.