Our Financial Planning Process
Our 8-week financial planning process has the added focus on tax efficient or tax-free distribution strategies and unique investment strategies that help our clients manage investment risk designed to help “eliminate the worry and enjoy the rewards”. A typical eight-week process looks like this:
-Income and expense information
-Wills and other legal documents
-Life, property and casualty, Long-term care, liability, disability and other insurance documents
-Retirement plan documents and statements
-Social Security Statements
-Mortgage and other debt statements
This eight-week financial planning process is generally broken down into four 1 to 2-hour meetings held every two to three weeks. The meetings are scheduled ahead of time with a clear agenda that is developed by the planner and the client based on the client’s immediate needs and most pressing issues. The focus areas of each meeting will change, depending on each client’s unique needs.
Meetings can be held in person, via web meeting, or conference call. All material is available on-line via a secure personal financial website that can be accessed by the client 24 hours a day, 7 days per week.
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Learn more about how our process can help you manage the major risks that impact financial success.