Intentional Financial Planning

Holistic Financial Planning, Consistently

 

What is Intentional Financial Planning?

Intentional Financial Planning is the proprietary process we’ve developed as a response to the reality that most of our clients do not seek out a one-time solution to very broad subject areas. Rather, they initially seek financial advice because they have come to realize that having an advisor to help them navigate very specific needs may be necessary, only to find out that need is directly affected by other areas of their financial situation.

Intentional Financial Planning is meant to address exactly this. Our Comprehensive Financial Planning process will allow you to not only address the needs that have caused you to seek out financial guidance in the first place, but also provide a calendar of events to responsibly review all aspects of you financial life as you move forward.

 

 THE TRADITIONAL FINANCIAL PLANNING PROCESS

The Certified Financial Planner Board of Standards, Inc. is the preeminent standard setting organization in the financial planning arena. Their process, outlined below, defines financial planning as “the process of determining whether and how an individual can meet life goals through the proper management of financial resources.” Intentional Financial Planning is intended to build on this process.

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  • Establish and Define the Client-Planner Relationship

  • Gather Your Information and Identify Goals

  • Analyze and Evaluate Current Financial Picture

  • Develop and Present Financial Plan and/or Alternatives

  • Implement Financial Plan Recommendations

  • Monitoring the Recommendations

 

Financial Planning integrates the financial planning process with the six financial planning subject areas:

 
1. Financial Statement Preparation & Analysis 3. Investments 5. Insurance & Risk Management] 2. Employees Benefits 4. Income Tax 6. Estate Planning.png
 

What to Expect During an Initial Complimentary Consultation

Our initial meeting will be primarily fact-finding in nature. We encourage you to bring your most recent statements and any questions you have for us. We will focus on your current and future financial concerns as well as your expectations for working together. Once we have had a chance to understand how we can help you, we will walk you through the services that we offer and answer any questions you may have.