Financial Success Planning - Roadmap
Deep-Dive/Discovery
- Gather financial data
- Goals, milestones, timeline
- Comfort level with risk
- Additional concerns long term
Strategic Analysis
- Review asset allocation
- Impact of expense and taxes
- Plan feasibility
- Short and long view
Plan Presentation
- Review plan for feedback
- Make adjustments as needed
- Confirm all considerations are included
- Agreement to proceed with plan
Implementation
- Transfer assets based on plan
- Re-deploying funds
- Insurance, long-term health care
- Coordinating with other advisors
Progress Monitoring
- Ongoing reviews
- Plan updates
- Allocation adjustments
- Future planning
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Securities are offered through Hightower Securities. LLC, Member FINRA/SIPC