the role of a financial planner

We all have a lot of Micro Managers in our life from the agent that handles our Auto Insurance to the CPA that we visit in Q1 of every year. The role of a Financial Planner is that of a Macro Manager who helps bring all of those aspects of your life together and who communicates needed information between those Micro Managers. When was the last time your Micro Managers all sat down at a table to discuss you and how each of their areas affects each other? Think of your Financial Planner as your Personal CFO.

HOW WE PLAN

OUR PROCESS

FINANCIAL PLANNING CHECKLIST

ONGOING PLANNING MODEL

*Financial plan recommendations can be implemented with the advisor of your choosing.  Implementation of specific products or services may result in commissions or fees outside of the financial plan fee.  Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.

** Representatives do not provide tax and/or legal advice. Any discussion of taxes is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.