Last week, we introduced the idea that our work begins with understanding before advising. This week, Bradford Aylin, Private Wealth Manager at Stiles Financial, continues the series by focusing on wealth planning. Wealth planning is where that understanding starts to become strategy. It helps connect the pieces of someone’s financial life, compare different options, and make more thoughtful decisions around retirement income, taxes, investments, and wealth transfer. The goal is not just to produce a projection, but to build a plan that helps clients make better decisions with greater confidence.