Financial Planning
Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing. The sooner you understand the role of financial planning in meeting your short, medium and long-term financial aspirations, the better you’ll be able to control your financial destiny.
Why Financial Planning is Important
A well-grounded financial plan is essential for anyone who wishes to accomplish specific financial objectives. Whether it be the idea of owning your home (sooner, rather than later!), making sure your children’s education is well funded, or ensuring a smooth and stress-free retirement; all of these seemingly disparate components come together under a unified financial plan.
The scope of an effective financial plan should therefore cover key aspects such as Saving, Budgeting, Investing, Tax planning, Insurance planning, Retirement planning, Estate planning, and much more.
Navigating Your Financial Path
Our systematic approach to Financial Planning services includes:
Design
Set Goals
Explore possibilities & scenarios for financial future finalize open data items.
Get Organized
Review financial data fill in gaps, discuss financial priorities and personal values.
Recommendations
Review financial plan & set up implementation steps.
Implement
Implementation
Implement the action items outlined in the financial plan and work through necessary steps until complete; meet at intervals as needed.
Pivot with Purpose
Plan updates
Make any updates or changes and deliver within plan summary to vault.
Tax review
Life changes
Legislation changes
Pricing: Comprehensive Financial Plan = 4800.00 and will be reduced or waived if used in conjunction with investment management services
