Financial Planning
A financial plan is at the core of every relationship. It accounts for your current situation, where you want to go and provides a roadmap to get there. And we update the plan regularly to ensure your information is current for the on-going advice we provide.
We implement the plan together; it’s a team approach. The plan provides transparency and guidance in every decision you make. This results in greater understanding, confidence and peace of mind – exactly how finances should be (and can be).
5 Areas of Financial Planning
Planning Options
Starter Plan
- Income & Expense Analysis
- Identify Your Goals & Priorties
- Construct Budget & Discuss
- Risk Profile & Assessment
- Portfolio Recommendation
Comprehensive Plan
- Everything in Starter Package
- Debt Elimination Analysis
- College Funding/Planning
- Insurance Needs Analysis
- Asset Protection Strategies
- Analyze 401(k)/Pension Plan
- Review Legal Documents (Trust, Will)
- Estate/Legacy Planning
- Family/Generational Meeting
- Coordination with Attorney & Tax Professionals
- Assistance Implementing Plan
Wealth Management is offered to seamlessly execute on your plan, but you are under no obligation to use our wealth management services.