Financial Planning Binder

In step four of the financial planning process, the client’s financial plan is presented in a personalized financial planning binder. It includes all engagement documents, client data, goals, recommendations plus action plans for each each of the following six areas (or specific modules you selected ) as follows.

• Cash Management Planning
• Investment Management Planning
• Retirement Income Planning
• Risk Management Planning
• Tax Planning
• Estate Planning

It becomes your reference guide for each meeting as we monitor your plan and it’s progress.