CONNECTING YOUR FINANCES TO SUCCESS


OUR FINANCIAL PLANNING PROCESS 

  • Define: Data Collection & Discovery Meeting:  We focus on defining your goals, understanding your values & thoroughly analyzing your current financial situation.                                                                                                                                                                                                      
  • Forecast: Plan PresentationQuantifies your current financial situation & forecasts where you are financially headed.                                                                                                                                                                                                         
  • Execute: Solutions: We execute personalized strategies for each of your defined life goals to attain real outcomes.
  • Progress: Results Management:  On a continuous basis we evaluate your progress towards your defined goals & update the plan to reflect your evolving needs.


WELCOME TO A NEW LEVEL OF PLANNING

  • In-Depth Analysis: Quantify where you financially stand today. Clarify your priorities for tomorrow.
  • Structured Planning: Define your goals, build your roadmap & execute a clear path to success.
  • Financial Efficiency: By planning ahead you can save less and achieve more.
  • Real Outcomes: Maximize tax shelters, optimize debt reduction, focus savings, & allocate risk.


POWERFUL UNDERSTANDING

  • Review potential spending plans side by side, changes in income & family size?
  • Analyze the real impact of home purchase decisions and geographic location.
  • Compare loan repayment strategies, buy vs. lease, investment strategies.
  • Evaluate retirement savings, investment risk & saving levels.


OUR FINANCIAL PLANNING FEE STRUCTURE:

  • We charge $145 per month for our financial planning services

 

 

Disclaimer:
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 BattDouglas are not affiliated. This communication is strictly intended for individuals residing in the states of CA, CO, FL, GA, IN, MO, NY, OH, PA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge does not provide tax advice."

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