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What's in a plan?

Creating a financial plan is an exciting process.  With sophisticated tools (like MoneyGuidePro®) we are able to provide a complete financial picture that allows you to see the immediate impact of different choices within your plan.

Goals

 

The primary focus is on you and your goals. 

Good financial planning will take your goals into account based on importance, so we rank them according to Needs, Wants, and Wishes. This makes sure the most important goals come first.

 

 

 

Picture: © PIEtech, Inc. Reproduced with permission. All rights reserved.

Expectations & Concerns

 

Next, we want to outline your expectations and concerns.

In identifying those concerns at the beginning, we can create a plan that is custom-made for you, and doesn't take on too much risk in order to meet your goals.

 

 

 

Picture: © PIEtech, Inc. Reproduced with permission. All rights reserved.

Recommended Scenario

The recommended scenario is all about choices.

While the future may be uncertain, the final step is to make choices that give the most confidence to meet your goals (demonstrated in an easy-to-understand Confidence Meter).

 

 

 

 

Picture: © PIEtech, Inc. Reproduced with permission. All rights reserved.

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