Financial Planning Success

Step One: Pick a winning team

  • Investment Planner
  • Attorney
  • Insurance Professional
  • Tax Advisor

Step Two: Fact finding

  • Goals
  • Investment Plan
  • Tax Plan
  • Objectives
  • Estate Plan
  • Retirement Plan

Step Three: Examine the data

  • Determine if current needs are being met
  • Determine if future needs have been contemplated

Step Four: Recommendations

  • Review team suggestions

Step Five: Create a plan

  • Sign necessary documents
  • Purchase necessary insurance
  • Make changes as needed

Step Six: Annual Review

  • Keep your investment plan fresh