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Financial Planning Success

Step One: Pick a Winning Team

   

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Investment Planner

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Attorney

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Insurance Professional

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Tax Advisor

   

Step Two: Fact finding

   

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Goals

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Investment Plan

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Tax Plan

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Objectives

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Estate Plan

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Retirement Plan

   

Step Three: Examine the Data

   

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Determine if current needs are being met

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Determine if needs have been contemplated

   

Step Four: Recommendations

   

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Review team suggestions

   

Step Five: Create a Plan

   

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Sign necessary documents

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Purchase necessary insurance

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Make changes as needed

   

Step Six: Annual Review

   

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Keep your investment plan fresh