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What is the Formula for Financial Planning?

Posted in on Mar 24, 2020

Our formula of financial planning is as follows:

We believe that in order for someone to say they received financial planning, the client must feel confident that their planner:

  • Asked questions about their Goals, Challenges and Successes (We call this Discovery)
  • Explored how effectively the client has elected to protect their family, their health, their life and their legacy. (We call this Capital Protection)
  • Discussed issues that impact the quantitative elements of their financial life with particular attention to how changes in cash flow, market volatility, inflation and other factors will impact the client’s expectations. (We call this Wealth Management)