Our Financial Planning Process is Built Around Six Principles
Whether you're doing so consciously or not, a plan must have all six elements to be successful. In our years of experience, we've learned a lot about what makes a plan succeed or fail.
We bring structure and discipline to your financial plan. We are professional financial planners dedicated to your success and will provide ongoing accountability where you need it most, ensuring nothing is neglected.
To better understand our client's needs, we've asked them what they like most about what we do. Their most common response: What helped us the most is what we didn't consider until we talked to CFP. So while we call it Conflict Free Planning, it ultimately means people who truly care about your success.
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How Our Six Principles Work:
We gather all the information necessary to make prudent and educated decisions free of emotion. We will provide you with a helpful guide to help organize and prepare for your first visit.
We work diligently to make sure we fully understand every aspect of a client's current situation and define reasonable goals for the future. Sometimes it is necessary to revisit this step several times to ensure the most accurate plan for the client.
Next, we summarize the analysis and create an outline of the goals we've set, and the steps needed to be taken to ensure a successful achievement.
We work closely with our clients to help them implement every aspect of their plan. Our experience and organization ensures a seamless and convenient setup for clients.
Management cannot be done without a proper plan. Our structure looks to monitor:
- Our progress to our specific goals
- Whether we've strayed from our plan, and if it is a good trend or bad
- What should, and what should not, be changed to our plan.
Advance and disciplinåd planning is a client's best defense from stock market declines, investment losses and other significant financial events.
We provide structure to ensure financial decisions are rational and not influenced by emotions that can work to our detriment. The evaluation process involves making necessary changes, along with deciding when to avoid changes to the things that are still contributing to our success.