A plan only works when implemented. Once we've developed a rock-solid strategy, will work side-by-side with your current team specialists (accountants and lawyers) to set the wheels in motion. As a unified planning team, we can provide you with optimal strategies that take current legal, tax and planning strategies into account.When taking action, it's important that you have the right team assisting you. If you don't have a team in place, we can help you build one: or happy to introduce you to a CPA and or attorney with whom we work closely.
Putting the plan to work
No financial plan is all-encompassing. Yours will require constant observation, assessment, and periodic adjustment to ensure continuous progress. We will review your plan and address any changes in your life, your goals, or the economy. This will include those related to tax laws.Your financial plan is essential, and once put into action, it will run like a beautiful, well-oiled machine. But it will also require maintenance, and life can change dramatically at any moment. Will be there every step of the way to ensure your plan is going in the same direction you are.
Checks and balances
Once we figured out where you are and where you want to be, the work begins, with your goals and expectations in mind we comb through your Current financial plan rooting out weaknesses and stumbling blocks. With an ultra clear, fully developed Financial picture we will uncover dilemmas you never considered, and begin resolving each, simply and systematically. We'll combine your current and proposed models into a new financial plan. This model will pragmatically address all of your current arrangements and desired outcomes, building a clear blueprint that links cleanly to your objectives.
Playing out the steps in tangible detail, we will demonstrate how certain actions will negatively or positively impact your financial future. In this way, we bring bell-like clarity to your financial decision-making and make each choice a straightforward one. Together will work towards progress, not perfection, implementing some positive changes right away and developing others over time.
Compare and contrast
Let's take a look
During this fact-collecting phase, we get you thinking about your financial profile. Using targeted, specific questions, we build a profile of your desires, expectations, and goals, financial and otherwise. We clearly identify and rank your objectives and understand your current financial status.We'll use the accrued information to build two financial models: one illustrating your current financial behavior, and one enhanced with strategies to improve your financial well-being. then, we make recommendations designed to put your personal, business, estate planning, risk management, insurance, and investment goals in reach, as well as recommendations that could positively impact your taxes.
With the support of our parent company, Barnum Financial Group, we have access to the finest planning minds who are able to review all of your insurance (life, disability, health, long-term care, liability), investments, and legal documents (wills, trusts, partnership agreements) to ensure they are current, relevant, and appropriate. Our team will input your information into a Personal Financial View® webpage, safely stored for you to review at any time.