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Goal-based Retirement Planning

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Your life and financial goals are at the heart of our financial planning process, and goal definition is the beginning of any good retirement plan. Without specific, measurable, attainable, realistic and timely (SMART) goals, it is hard to have a plan.

Your goals are unique to your situation in life. We listen to your goals before making any assumptions about what is appropriate for you – you may even discover a goal or two you never even thought about.

Goal planning is a step many financial professionals skip. We believe the process of identifying goals is more important than simply calculating numbers. It is about planning for the life you want to live, on your terms and on your timetable.

 

Overview of Goals-Based Planning Process

 

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Petrovic Weaver Financial Services is an independent SEC Registered Investment Advisory firm​

The copyright and trademark of The Foundation Freedom Formula are not affiliated with Raymond James Financial Services, Inc. TM & © 2007. The Financial Coach, Inc. All rights reserved.

Five Star Wealth Manager Award

Alex Petrovic, CFP® is a three-time award winner (2012, 2014 & 2015). The award's criteria are 1) credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2) actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3) favorable regulatory and complaint history review; 4) fulfilled their firm review based on internal firm standards; 5) accepting new clients; 6) one-year client retention rate; 7) five-year client retention rate; 8) non-institutionalized discretionary and/or nondiscretionary client assets administered; 9) number of client households served; 10) educational and professional designations. This award is bestowed by Five Star Professional, an independent third party organization.  

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