FINANCIAL PLANNING

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: Quantifies your current financial situation & forecasts where you are financially headed.

Execute: We execute personalized strategies for each of your defined life goals to attain real outcomes.

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.

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

The BattDouglas Financial Group charges $2,995 for comprehensive financial planning.

Work with the Highest Standard

Work with a Certified Financial Planner