The Goal PLan

A financial plan for young families
There isn’t a single area of your finances that is independent from the others. Every decision you make, has a ripple effect across the rest of your money goals.


The Goal Plan will look at all of these areas, make sure they aren’t stepping on each other’s toes, and then specify the steps to take to help reach your goals in life. 

We value your goals

Schedule a Free Consultation


Building Your Goal Plan

Our process allows you to complete each step at your own pace, from anywhere.  We combine technology and financial planning to help give you the most accurate view of your financial life.

Step 1: Your Consultation

We will discuss what you want to accomplish with your plan, and see if we are a good fit for eachother.

Step 2: Gather Information

Through our online portal and smart intake forms, we gather all your information at your convenience from your smart phone.

Step 3: Build Your Plan

Using our Assess, Plan, Protect strategy, your Goal Plan will cover all areas of your financial life.

Self-Paced Smart INtake Forms

Built For Convenience

The Goal Plan was built for those who don’t have time to meet multiple times with their Financial Planner in order to implement a plan.

We understand your time constraints, because we are just like you. Between work, kids & home, it’s tough to get away.

Our process is designed to complete each step at your own pace. Each step can be completed from home or even on your cell phone.

clarity provided

The Goal Plan

Every new client relationship begins with our carefully designed process.

Our mobile friendly platform and custom approach begins from the comfort of your home. Your plan will then intertwine all elements necessary to creating a fully syncronized program that leads to your goals.

Our recommendations and action steps will then be funnelled through your online portal to keep you moving forward one step at a time.

Online InTake FOrms

Start from the convenience of home or on the go.

Cash Flow and Budgeting

Get clarity of how your cash flow and budgeting fit in with your goals.

Goal Protection STrategies

Protecting your goals and family from events that are out of your control.

Portfolio Recommendations

Receive investment recommendations specific to your Goal Plan.

Detailed Implementation Steps

Turn-by-turn instructions to get you to your goals.

Get In Touch

5237 Summerlin Commons Blvd. Suite #V393  Fort Myers, FL 33907


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This communication is strictly intended for individuals residing in the states of Florida, Michigan, Nevada, New York, Ohio, and South Carolina.  No offers may be made or accepted from any resident outside the specific states referenced. Registered Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.  Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Cambridge and Ruttenberg & Company are not affiliated.