“MOVING YOUR VISION FORWARD”

Many factors determine each client’s Advice-Based Comprehensive Financial Planning situation: age, marital status, occupation, children income/expenses, health, risk tolerance, time frames, family situation, investment experience etc. 

There are six steps in Advice-Based Comprehensive Financial Planning, and each one is critical to the success of my client’s goals and objectives. While these steps may seem “simple”, generally I find that the entire process can take several meetings and my personal attention to consistent monitoring.

• Establishing and defining the client-planner relationship
• Gathering client data including goals
• Analyzing and evaluating the client’s current financial status
• Developing and presenting recommendations and/or alternatives
• Implementing the recommendations
• Monitoring the recommendations

Looking at each of these steps separately:

• Our first Discovery Meeting is the most important step as we will develop a foundation of mutual respect.
• The plan will include inputting data, running scenarios, and analyzing scenarios to determine a beneficial comprehensive plan.
• Recommendations and advice are both art and science. Your plan will be customized to your individual lifestyle and goals.
• Monitoring client situations is critical, as changes constantly occur, I will always work to ensure my clients are in an optimal situation.

Areas of Advice-Based Comprehensive Financial Planning:

• Retirement Planning
• Investment Planning
  
• Income Tax Planning
• Estate Planning
• Risk Management Planning

Each area is very important to the financial success of my clients. Most areas in your financial situation will have a bearing on the other areas. This interconnectedness is what makes advice-based comprehensive financial planning so important. Answering the most common client question, “AM I OK?”