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FINANCIAL PLANNING PROCESS

Regardless of your stage in life, your income, or your goals, we believe a financial plan can help you better manage your finances.

Short term goals, long term aspirations, monthly expenses, investments, taxes and insurance all come in to play. With so much at stake, it just makes sense to develop a plan to manage your financial world. Also, with the complexity of options and decisions, we feel an experienced and knowledgeable professional can help you greatly.

You can expect your plan to reflect your personal financial situation, address the issues most important to you, become a “blueprint” for your future, be flexible and adaptable, and be something you can implement.

  1. Listen Our first step is to learn about you, your goals, values, and unique life situation. We listen carefully in order to discover what it means for you to live a fulfilling life. We will spend the time to prioritize your financial goals and focus on what is most important to you. Once we understand your unique life goals, we will work together to gain a complete picture of your financial life, making sure that we are on the same page and ready to move forward.
  2. Gather We will work together to collect all of your financial information. This will help us develop an accurate financial plan.
  3. Review We will review your financial information and confirm our understanding of your financial picture.
  4. Develop We will research financial options and develop your financial plan in order to realize your goals and dreams.
  5. Present We will present your financial plan and implement strategies accordingly.
  6. Educate We will take the time to explain to you all of your financial options. Together, we can then confirm our strategy to pursue your goals.
  7. Implement After being educated about your plan, you are now ready to implement its recommendations.
  8. Monitor Because your life is dynamic and always changing, your financial plan may need to change too. We meet with you on a regular basis to help you remain on track and adapt your plan to overcome new challenges as they arise so you can confidently manage your goals and live a fulfilling life. We also offer a wealth management portal to support, track and monitor your progress.

To learn more about how a personalized financial plan can help you manage your life goals and dreams,

Schedule an appointment to talk with an Advisor at Willowbranch.  Click here.




Waddell & Reed, Inc. offers financial planning services in its capacity as a registered investment adviser. Contact us for a breakdown of the fees associated with these services.

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