Financial Planning

The Importance of Having a Financial Plan

What Is Financial Planning?

Financial planning is a better approach for personalized financial advice. The process involves taking a comprehensive view at your finances, including a full understanding of your values, financial objectives and concerns, that will guide financial recommendations. Financial Planning will addrss:

  • Where my money is, where is it going, and is it in the right places to accomplish my goals?
  • How much should I be saving to meet my objectives?
  • Am I prepared for unanticipated risk?
  • Is there more I should be doing now and in the future to be prepared?
  • Is my family protected if something should happen to me?

Who Sould Have A Financial Plan?

Anyone who is financially active and seeks trusted financial advice, should have a financial plan in order to improve their financial future. Characteristics of people we can help:

  • Serious about working toward financial success
  • Value a pro-active thinking partner
  • Motivated to improve their financial situation
  • Wants to make smart decisions with their money

Why Should You Have A Financial Plan?

Creating a financial plan will help you;

  • See your finances in one place to understand how your financial decisions impact your financial success.
  • Be prepared to recalibrate financial decisions when life events happen.
  • Create thoughtful strategies incorporating your long-term financial goals.
  • Understand what you need to do improve your financial future.

How Can You Get a Quality Financial Plan?

By partnering with a financial professional, you gain;

  • Organization: Bringing order to your Financial Life
  • Accountability: Follow through on financial commitments
  • Integrity: Bring insight from the outside to help avoid emotionally driven decisions
  • Proactivity: Anticipate life transitions to help be financial prepared
  • Education: Providing knowledge pertaining to your Financial Life
  • Partnership: Work together to help you plan for your best Financial Life

We offer our clients a holistic financial planning approach to help them maintain overall financial health and accomplish multiple financial goals. Whether it's a more comprehensive financial plan or a specific planning need, our services always align with your current priorities, including ongoing review and monitoring. 

Comprehensive Financial Planning Services 

Our comprehensive financial services aims to provide stratigies that are customized to your objectives and capable of addressing a wide range of circumstances and concerns. We partner with you to better position you to pursue your financial goals and aspirations.

Our flat fee comprehensive services include:

  • Cash Flow / Budget Planning
  • Retirement Planning
  • Education Planning
  • Investment Planning with Asset Allocation
  • Insurance Planning / Risk Management
  • Income Tax Planning
  • Estate & Charitable Planning
  • Business Planning
  • Family Wealth Planning

Our financial planning is collaborative process that takes a holistic review of clients finances to develop financial recommendations and ongoing partnership for implementing advice. Client Qualifications: Initial plan cost for 12-month engagement.

Brochure --- Planning Your Financial Future

Financial Planning Package

Initial Financial Planning

Our comprhensive financial planning can provide solutions that are customized to your objectives and capable of addressing a wide range of circumstances and concerns. Our inital planning process will help you:

  • Understand your finances from a holistic point of view
  • Create integrated strategies that take all your financial activities into account
  • Identify long-term goals and the steps needed to pursue them

Our intial financial planning included services:

  • Online financial organizer
  • Comprehensive review of financial areas of focus
  • Full electronic of printed financial plan
  • Plan implementation guidance
  • Meetings for initial 12 months

Ongoing financial Planning 

After your financial plan is delivered, we invite you to be a long-term financial planning client. We will assist with implementation of your plan, proactively monitor and recalibrate your plan when necessary while retaining access to our professional financial advice services.

Our ongoing planning services include:

  • Annual Updated Financial Plan
  • Organized Action Items
  • Plan Progress Reporting
  • Access to Planning Portal
  • Continued meetings and Touchpoints
  • Continued Coordination of Plan Implementation
  • Ongoing investment Advice

Hourly Planning & Consulting Services

Our hourly consulting services include specific financial problem-solving and consulting in areas that are somewhat different than the services offered through traditional, comprehensive financial planning. As evidenced by the range of the planning services, there are many potential situations in which we can provide valuable, targeted services.

Hourly consulting is a flexible and affordable option if you are seeking sound financial guidance delivered in a deliberate, goal-oriented manner. You get as much assistance as you need, when you need it throughout your life.

Our advisors charge an hourly rate for permitted financial planning services through LPL Financial Registered Investment Advisor (RIA). A written deliverable report is not required.

eMoney Integration

eMoney Integration

We’ll then use the eMoney platform to integrate your financial plan into a robust personal financial website. Its powerful engine can generate comprehensive financial analytics --- calculating cash flow projections, modeling “what-if” scenarios, and generating alerts when adjustments may need to be made. You’ll have access to budget tools, reports, educational materials, and storage for personal documents in one convenient and secure location.

Our comprehensive security measures include password protection, Secure Socket Layer encryption, firewalls, intrusion detection, audits, inspections, and more. With each measure in place, you can be confident that your important information is safe and secure.

Our Interactive Planning Technology

Visualize the Impact of Every Recommendation

With Interactive Planning technology, we won't tell you how your decisions will affect your financial future. We'll show you.

Goal Planner 

Goal Planner 

 Interactive Goal-Based Planning.

Define goals and track your progress towards them.

Decision Center

Decision Center

Interactive Cash Flow Planning

Visualize the impact of goals and recommendations in real-time.

Distribution Center

Distribution Center

Interactive Estate Planning

Leave a lasting legacy to those most important to you.

Create  Your Financial Plan 

Create  Your Financial Plan 

Create a financial plan to pursue your goals. eMoney helps us determine where you are today and where you want to go. This gives us the resources to create a road map that leads you to highest probability of reaching your goals. Once we understand your goals, we will develop a long term financial plan that can set you up for your future.

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