Financial Flight Plans With No Delay
Take control of your financial future. Advice-.only support means you're in control. No sales pitch, no additional products or services. Just expert guidance at your finger tips.
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Initial Conversation
Meet and Greet: An initial meeting to understand who you are beyond just numbers.
Preliminary Financial Snapshot: A high-level overview of your assets, liabilities, income, and expenses.
Objective Setting: Identify your financial goals, both immediate and long-term.
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In-Depth Data Gathering and Analysis
Planning Software: I use an industry-leading platform called Planworth to make it as easy as possible to share your information. Link your accounts and complete the questionnaire.
Document Collection: Obtain detailed financial documents, such as tax returns, investment statements, and more.
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Drafting Your Financial Flight Plan
I will create a comprehensive, bespoke financial plan that serves as a roadmap to your goals that will include, at minimum:
- Financial Management
- Investment Strategy Recommendations
- Retirement Planning
- Tax Efficiency
- Insurance Advice
- Estate and Legacy Planning
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Plan Presentation and Refinement
Detailed Walkthrough: Discuss every facet of the plan, ensuring you understand each recommendation.
Feedback Loop: Open floor for questions, concerns, and desired changes.
Finalize Plan: Incorporate feedback and finalize the plan for your implementation.
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Implementation Guide
Actionable Steps: A detailed checklist to guide you through implementing the plan on your own.
Resource List: Curated list of platforms, tools, and educational materials to assist in implementation.
Contact List: Recommended professionals, like tax advisors or estate lawyers, should you require specialized services.
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Ongoing Consultation and Re-evaluation
Your financial guide as life happens.
Competitive Retainer Options: to make sure you always have someone who understands you in your corner.
Life Event Consultations: Discounted advice and plan re-evaluation due to significant life changes like marriage, career moves, or inheritance.
