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Financial Planning

Comprehensive financial planning is most often done by those nearing retirement or with significant assets to consider.
However, it’s important for those just starting out as well. What better time to consider your goals and to start down the path to achieving them than when time is on your side?

Chris uses the 7-step process recommended by the Certified Financial Planner™ Board of Standards:

Step 1:  Understand your personal and financial circumstances

Together, we will identify what you truly value in life and where you want to go in the future.  Chris will also gather everything needed to put together an effective plan.

Step 2:  Identify and prioritize your goals

What do you want your future to look like? Retire early? Vacation home? Travel frequently? Whatever it is, the plan will revolve around your desires. 

Step 3:  Analyze current situation and potential alternatives

Chris will determine if you’re on the right track in your current situation, then consider different scenarios and how they may impact you.

Step 4: Develop recommendations

Looking at every aspect of your life and finances, recommendations will be made to set you on the right track. 

Step 5: Present the recommendations

Financial plans can be pages and pages of graphs and numbers.  Chris believes in presenting this clearly, concisely, and objectively, laying out the pros and cons of any recommendations to help you make the best decision for you and your family.

Step 6: Implement the recommendations

With Chris’s guidance, you will decide what recommendations to implement and how.

Step 7:  Monitor & update progress

Once recommendations are acted on, together we will agree on how and when to monitor the plan.  As life changes, priorities change.

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