We help our clients worry less and enjoy life more by instilling confidence through a comprehensive, lifelong financial plan.
Our Mission is to help our clients become financially independent by helping them make smart financial choices.
The Financial Independence Planning process enables our clients to approach their future with Clarity, Confidence, and Capability.
Clarity
with a Financial Road Map© to your goals,
Confidence
Financial Independence Planning
Clarity - Financial Road Map
Confidence - Financial Independence Plan
• Accumulation Strategy
• Allocation Strategy (Return Risk)
• Budgeting & Cash Flow
• Estate Planning Strategy
• Income Tax Planning
• Investment Strategy
• Retirement Income Planning
• Risk Management (Insurance) Strategy
• Withdrawal Strategy
Capability - FIP Team
• Monitoring Progress
• Update & Rebalance Strategy
Consultation may also include
FINANCIAL
The Financial Indpendence Planning Process©
1 - Financial Independence Introduction©
An introduction or referral to meet with a Financial Independence Planner© for a short complimentary informational INFO© discussion of your goals and concerns and of the Financial Independence Planning Process©.
2 - Financial Independence INFO© Meeting
The objective of the Financial Independence INFO© Meeting is to get answers to your general questions on retirement planning, investments, taxes and insurances; learn the difference between investing and financial planning, and determine if the Financial Independence Planning Process© can benefit you.
3 - The Financial Road Map©
The Financial Road Map© is a consultation with a Financial Independence Planner© to clarify your values, goals, current financial positions and to indentify ideas to improve your current plan. Also, you will have the opportunity to experience a time tested financial planning process that can help you make smart choices with your money and stay on track to your goals.
4 - The Financial Independence Plan©
The objective of having a Financial Independence Plan© is to give you the confidence to make the right choices to reach your goals. This plan is an active illustration using current financial tools and the Financial Independence Planner© experience that maps out what has to happen to bridge the gap from where you are now to where you need to be in each of the areas of cash reserves, investments, debt and insurances. The Financial Independence Plan© includes the Financial Independence Recommendations© and implementation of steps you need to take to achieve your goals.
5 - The Financial Independence Alignment Review©
The objective of the Financial Independence Alignment Review© is to make sure all of your assets are properly positioned to be on track to meet your goals. Furthermore, we take the time to familiarize you on how to access your on-line performance reports, update your active Financial Independence Plan© for any changes and review open action steps.
6 - The Financial Independence Regular Check-Up©
The objective of the Financial Independence Check-Up© is to give you confidence that you are on track towards your goals. In addition, we update records for new information, answer any financial questions, review investment allocation, taxes, performance, discuss additions and withdrawals, follow-up on open action steps and make any other necessary adjustments.
7 - The Financial Independence Annual Update©
The Financial Independence Annual Update© is an annual meeting to review the progress toward your goals, update your Financial Independence Plan©, answer questions, review investments, allocations, review taxes and performance, discuss additions and withdrawals, follow-up on open action items and to determine if any other adjustments need to be made.
8 - The Financial Educational & Fun Events©
The Financial Educational & Fun Events© are annual client events to celebrate our clients’ achievements and share experiences and ideas about their goals.
