Financial Planning Projection
Analysis of current situation, our recommendations for efficiency across financial picture and how best to implement.
Our goal is to help you become more intentional and identify opportunities you may be missing with your financial picture. We start with a Financial Planning Projection to prioritize goals and create action items. Then, we help clients implement this plan through Continuous Service.
We break down the difference between these two service levels by highlighting the action items we help you evaluate, implement and/or monitor within each service level. We also include an expected timeline as well as potential cost for the service you may need.
Before we begin working together, many people are curious about what makes us different or why they should work with us. You can read more about that here.
Continue scrolling to learn more about our process.
Time Frame
Services
- PLAN
- Gather and organize data
Create cash flow projection
Prioritize and adjust goals
Provide recommended action items
Set targets to monitor your progress - ACTION
- Help implement financial plan recommendations
Establish cash flow tracking system to compare actual results to plan targets
Consolidate investment accounts and open new ones when applicable
Create and implement a disciplined investment strategy - MAINTAIN
- Update financial plan annually or for material life events
Monitor actual income and expenses to financial plan targets
Review investment portfolio regularly and recommend adjustments
Review tax returns for errors or missed opportunities
Complete tax planning for tax efficient recommendations
Review estate documents and beneficiary designations
Discuss college planning, social security, etc. as needed
Provide updated financial advice as your personal situation changes
Make sure your plan gets implemented
One-Time
Financial Planning
- PLAN
- ACTION
- MAINTAIN
Ongoing
Continuous Service
- PLAN
- ACTION
- MAINTAIN
