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 Presentation: Quantifies 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.
- 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