Financial Planning

Do you have a plan?

The financial planning process can be summed up very simply.

Where are you now?

Where do you want to be?

How are you going to get there?

Each client’s path is unique, and thus the complexity and scope of each plan varies. When we begin a relationship with you at Asset Management & Planning, we want to get to know you personally and understand what is important to you.

At Asset Management & Planning, we take a comprehensive approach to the financial planning process. Though we focus on your investments, we also analyze the other pieces of your financial picture to ensure that all of them are working together toward your goals.

Our planning process has four major stages:
Planning Process

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