Financial Planning

Comprehensive Personal Financial Plan

WHAT IS FINANCIAL PLANNING?
Financial Planning is the process of meeting your life financial goals by proper planning, utilization and management of available resources.

SIX STEPS OF FINANCIAL PLANNING

1. Establish Client-Planner relationship
2. Gather data, including goals
3. Analyze & evaluate current situation
4. Develop & present recommendations/solutions/alternatives
5. Implement the recommendations
6. Monitor & Review Periodically

SOME COMMON FINANCIAL PLANNING GOALS

• Retirement Planning
• Education Planning
• Insurance Planning (Risk Management)
• Tax/Estate Planning
• Wealth/Investment Planning

First consultation (60 minutes—data gathering, get-to-know) is FREE.
No charge if you decide not to proceed with report and only wish to purchase products.