Financial Planning

Following is an outline of a typical financial plan. We customize our worksheets and recommendations for each client situation.

PHASE I. THE ORGANIZATIONAL PHASE

1. Personal Data Pages
2. Net Worth / Financial Profile
3. Cash Flow
4. Goals and Objectives

PHASE II. THE OFFENSIVE PHASE

1. Basic Investment Principles
2. Asset Class Allocation
3. Investment Policy Statement
4. Projections: Retirement, College, etc.
5. Asset Repositioning and Rebalancing

PHASE III. THE DEFENSIVE PHASE

1. Insurance: inventory and review
2. Estate Planning: review

PHASE IV. THE ACTION PHASE

1. Recommendations
2. Follow Up

Click here for the How Do I Get Started? page.