Financial Planning

Full Financial Plans

Creating a full financial plan is a process and we have dedicated ourselves to become great at this so that we can be to help you maximize your wealth today and in the future. We are experts at a few things and will help coordinate meeting with other experts in the areas that we do not specialize in. We will make sure that you get a full financial plan that includes an analysis of your investment portfolios, your insurance portfolio, cash flow (now and at retirement). There will be “outside” areas that become important such as having a great CPA, having an updated will and trust and understanding how your property and casualty insurance works.  Many of these areas will be handled by a team of experts so that you get the best possible outcome.

Our Process

Initial Consulation
  • Our commitment

  • Your goals

  • Fact Finding | Data gathering

  • Personal Financial homepage

  • Align goals with commitment

Presentation (1-2 Meetings)
  • Review of current financial situation

  • Assets (see investment process), liabilities, cash flow and protection overview

  • Implementation and access to other advisors

Ongoing Education
  • Ongoing one on one reviews

  • Educational seminars

  • Newsletter

  • Webinars

EVENTS

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