Financial Planning

Home The Company Advisors Financial Planning Investment Management Contact Us

Comprehensive Financial Planning is a process that involves identifying and setting realistic lifetime cash flow, wealth accumulation, and asset distribution goals, and then implementing them effectively for the rest of your life. To do this, it is important to bring all of your lifetime financial goals together, set priorities, take advantage of the tax laws, and use various financial products to your advantage. It does not include leaving your future to chance, or planning in a piecemeal fashion. At Capital Planning Consultants, we believe comprehensive financial planning is an on-going, lifelong process, not a one-time event. It requires fine-tuning goals, and adjusting to changing tax laws and financial environments.

The following is an organized process, whereby; you can increase the likelihood of achieving your financial goals.           

        Fact Find

        Gather all financial information

        Establish goals and objectives

        Establish risk tolerances

        Review your concerns


        Create a Personalized Financial Plan

        Review fact find, goals, objectives, and risk tolerances

        Analyze your current financial status

        Develop a personalized plan with specific recommendations


        Present Financial Plan

        Review the financial plan and recommendations

        Answer questions

        Develop an action plan


        Monitor the plan

        Analyze and evaluate all ongoing issues

        Make the necessary changes to the plan 

        Keep the financial plan current



Contact Information

Copyright 2003  Capital Planning Consultants, LLC