Financial Success Planning - Roadmap

Deep-Dive/Discovery

  • Gather financial data
  • Goals, milestones, timeline
  • Comfort level with risk
  • Additional concerns long term
Created by potrace 1.15, written by Peter Selinger 2001-2017

Strategic Analysis

  • Review asset allocation
  • Impact of expense and taxes
  • Plan feasibility
  • Short and long view
Created by potrace 1.15, written by Peter Selinger 2001-2017

Plan Presentation

  • Review plan for feedback
  • Make adjustments as needed
  • Confirm all considerations are included
  • Agreement to proceed with plan
Created by potrace 1.15, written by Peter Selinger 2001-2017

Implementation

  • Transfer assets based on plan
  • Re-deploying funds
  • Insurance, long-term health care
  • Coordinating with other advisors
Created by potrace 1.15, written by Peter Selinger 2001-2017

Progress Monitoring

  • Ongoing reviews
  • Plan updates
  • Allocation adjustments
  • Future planning

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Securities are offered through Hightower Securities. LLC, Member FINRA/SIPC