Welcome to The Financial Planning Experience
Future You Says Thank You
Congratulations
You’ve taken the first step of many in embarking on a lifelong journey. You are now part of an exclusive club that has decided they are serious about achieving their financial potential.
Challenging you to think about your finances in a different way.
What You Can Expect
We deliver quarterly reports with educational, relevant, interactive, collaborative, actionable content that is always in the pursuit of your full potential. The delivery will follow a set format, arrive on a quarterly basis, and will provide education on the following:
Quarter 1: Financial Planning
Discuss financial planning topics and goals (short, medium and long term): tax strategies, cash flow, net worth, core topics and goals review.
Quarter 2: Investment Planning
Review portfolio performance, including account balances and holdings; revisit investment strategy, risk tolerance and goal timelines.
Quarter 3: Protection Planning
Review employee benefits, current cash flow and retirement savings, and long term needs such as estate planning, beneficiary designation and long term care.
Quarter 4: Year-End Tax Planning
Year end tax planning, tax loss harvesting, RMD and Tax distribution planning, begin planning for the next year.
In each of these educational pieces, there will be a few reoccurring sections and areas of focus:
Introduction.
This will set the stage for any particularly relevant topics on financial planning - it could be changes in interest rates, market volatility, estate planning updates, etc.
Quarterly Book.
There will be a new book selected quarterly, which we would be happy to send you if you are interested.
Educational Video.
This will cover the key concepts related to the quarterly content. It will be called “Teach Me”.
Mindset Training.
There will be an area dedicated to mindset training called: Bigger Futures.
In the News.
Included will be relevant articles on timely changes in the financial planning landscape as well as the quarterly financial planning topic, titled “Catch Me Up”.
Scheduling.
And finally, there will be the ability to schedule a meeting to discuss any of these topics or anything else on your mind.