Financial Planning (previous)

Fee Based Financial-Planning is a comprehensive planning process that involves addressing all the important aspects of one's financial life, such as

  • Current financial position
  • Wealth Accumulation
  • Retirement planning
  • Tax-planning and Tax reduction strategies
  • Estate-Planning
  • Protection Planning

Data Gathering

In beginning to construct your plan, a large amount of "data gathering" is conducted. This is a process of gathering all of the facts and figures of your accounts, assets, and property, as well as learning about your goals, vision, and financial objectives.

Specialist Meeting

Once all of the needed information is gathered, we will proceed to a “specialist meeting” in our office. Here we bring in outside professionals such as a CPA, Estate Planning Attorney, or Debt Specialist to give you a second opinion on what you are currently doing in each of these areas as well as strategies or ideas to consider.

Plan Delivery Meeting

As the name implies, the delivery meeting is the culmination of the planning process, where the client is presented with their complete financial plan and personalized recommendation pages which outline the highlights and actions needed from the financial plan, and finally the client’s personal wealth management website (known as "eMoney") is unveiled.

Review & Monitor

Scott meets with all of our financial planning clients at least two times per year in order to monitor the progress of the recommendations and to make adjustments based upon the client’s changing circumstances.

The following video describes our unique financial-planning process.

Each Financial-Planning client has their own eMoney wealth management website. eMoney is a secure and private online tool where your financial data is consolidated into one clear picture of you.....updated daily. You can monitor your cash flow, track spending across all your financial accounts, electronically store important documents in the digital vault,  and see your complete financial picture through over 50 reports that update daily as your account values change.

Our unique process, the team of specialist, combined with cutting-edge technology to monitor your complete financial picture, empower our financial-planning clients with the tools, resources, and people they need to make informed decisions about their financial future.

“Financial Planning is not an event, it is a process”.