Financial Planning
Financial planning is a comprehensive process of assessing your current financial situation, setting goals, and creating a plan to achieve those goals, encompassing areas like investing, saving, retirement, taxes, and estate planning.
What We Offer
We offer tailored financial plans. Our Advisors will work with you to discuss your current financial situation, set quantifiable goals, create a plan to reach your financial goals, and help you stay on track with those goals. We offer guidance and support from beginning to end, equipping you with the tools and resources necessary to understand and achieve your goals.
Step 1: Meet with Your Advisor
During our first 1-1 call, you will meet with your Advisor and dive deep into your finances. Uncover your current and future goals, and how to each them. During this call you will discover:
- Am I on track with my financial basics?
- Do I have an emergency fund?
- Is it the right size?
- How should I tackle my debt?
- What am I saving for?
- Am I saving enough?
- Am I on track to reach my goal?
- How can my money work for me?
- How can I start thinking about investing?
Step 2: Your Advisor Gets to Work
After your call, your Advisor will analyze your current financial state, financial basics (income, liabilities and emergency fund), and your future goals to find paths for you to reach your goals. During your call, your Advisor will ask you risk and investment tolerance questions. You will come to a decision on whether investing would be beneficial for you to reach your goals.
Based on this information, your Advisor will get to work and create a tailored financial plan for you.
Step 3: Plan Delivery
Within a 7-day window from your initial meeting, your Advisor will present you with your financial plan.
Financial planning looks different for everybody. Please see below for a sample plan. Your plan will look differently depending on your current financial situation, marital status, goals, and aspirations. Each is tailored to You.
Step 4: Further Guidance
With your financial plan, you now have a clear path forward to reach your goals. Financial planning and investing are long-term strategies. Down the road things may change. Your goals may change, your risk appetite may change, life circumstances may impact your finances. We are here through all of it. We want to help you navigate these changes, and readjust your plan for your future. We are your trusted advisors. We want to check in on you throughout your journey, and make sure you have everything you need to achieve your goals.
Your Advisor is just a call or an email away.
Get Started Today!
Book a Free Introductory Consultation with one of our Advisors and get to know them. See if it’s a fit, at no cost to you.