| |
Financial Planning
Looking for a firm to help plan your dream? As a fee-only wealth advisor firm, Total Wealth Planning embraces the fiduciary standard requiring us to always act in your best interest, at all times.
 Our certified financial planners (CFP®s) work with you to determine current and future goals. Total Wealth Planning doesn’t stop there. We develop a comprehensive financial plan, providing a step-by-step guide to help you achieve them. Then we go the extra mile. Total Wealth Planning will closely monitor your progress along the way, making any necessary adjustments.
Financial Planning: What’s the Process?
Comprehensive financial planning assesses your
entire current financial situation by analyzing assets, liabilities, insurance,
cash flow, income, taxes and investments. A truly comprehensive process
requires you to provide a number of personal documents (see our checklist) for our
team to review, research, and incorporate into your overall plan. The
process also identifies your concerns and develops an implementation plan to
address them.
 |
“People are looking for a partnership. We can help them set goals for retirement or help fund their kids’ college. Maybe it’s transitioning assets to the next generation.”
- ROB LEMMONS, CFP®, CPA: PRINCIPAL AND DIRECTOR OF FINANCIAL PLANNING
|
 |
Anyone can call themselves a financial advisor. To get started, it’s important to inquire about experience and educational background, as well as services offered. Look for an advisor who has proven experience in financial planning such as retirement planning, investments, tax planning, estate planning and insurance and risk management. Determine what qualifies the advisor to offer financial planning advice and whether he or she holds any professional designations.
Partners in Planning
 The Total Wealth Plan is a comprehensive planning process that serves as an ongoing informational tool. It incorporates those adjustments required as your financial situation changes and monitors results from strategies implemented. At Total Wealth Planning, we partner with clients to:
-
Help establish your specific financial and personal goals and objectives.
- Educate you about specific solutions. Then we create a comprehensive plan to implement strategies, including investment programs.
- Guide you along the journey, making necessary adjustments to changing circumstances and goals.
Total Wealth Planning provides an array of financial planning services. When you work with Total Wealth Planning, you’ve found a true partnership - serving and advising you at each critical stage in life - every step of the way for:
It can be difficult enough to get where you’re going with a plan. But it’s nearly impossible to reach your goals without one. Call us today, let’s partner and plan!
|
|
|
|
|
| |