Financial Planning

“Financial Planning is looking at the future and bringing it back into the present while you can still do something about it.” – Roy Diliberto, CFP®, CLU, ChFC and then Chair of the FPA Board of Directors
planning

The Planning Process

  1. Know and Understand Client Values
  2. Determine Goals, Objectives and Priorities
  3. Gather Data and Information
  4. Process and Analyze Data
  5. Develop Ideas and Solutions
  6. Make Recommendations
  7. Implement
  8. Monitor

Planning Benefits

  1. Informed Decision Making
  2. Identifies Vulnerabilities
  3. Pro-active
  4. Consolidates Paperwork
  5. Coordinates Finances
  6. Tracks Progress
  7. Simplifies