Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that protects you now and addresses your future needs and wants in a tax efficient manner. It is our goal to assist you in building a solid financial plan that will stand the test of time and one that will grow and build wealth for you and your family.
We have created a proprietary program for people planning for their retirement called The Connect The Dots Process™ which helps you save money, protect your family, and achieve your goals. The financial plan that we help you create is focused on ensuring financial security throughout your life. It provides for income replacement and asset protection in event that the unthinkable were to happen: disability, critical illness or death. The plan strives to integrate goal based planning with optimal cash flow planning and tax efficiency.
There are many repercussions that result from not having a retirement and financial plan in place. Often individuals end up having to work longer than they expected or they cannot maintain the quality of life they enjoyed before retirement. Others panic and take on huge risks to make up for lost time. Others end up having to depend on support from their children. Well before retiring people can feel trapped by the need for more money. This leads to a growing sense of anxiety and a significant decline in your sense of well-being and ability to enjoy your life before you retire. This is why we created The Connect the Dots Process™: to help you connect all the dots to ensure financial security and to prepare you for a successful retirement.
With these goals in mind, we will work together to assess your total financial planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies.
Contact us today to find out more about my financial planning process and learn how a sound financial plan can help you achieve your goals.
The Financial Planning process steps we follow:
