Financial Planning

Process

We offer a complimentary financial assessment to ensure we can provide value and learn whether it's a good fit. After the assessment delivery, you can either implement the plan on your own, or begin ongoing financial planning and asset management.

Journey through our meeting road map to learn what your financial planner will cover in each meeting and discover how the client relationship begins.

1
DISCOVER

This complimentary introductory session will be all about getting to know you and your life goals. We’ll dive deep to discover your current financial situation and identify areas that may need attention.

INVESTMENT STRATEGY  TAX PLANNING STRATEGIES  ESTATE PLANNING  CASH FLOW PROJECTIONS (income, saving and expenses)  RISK MANAGEMENT  BUSINESS PLANNING OR SALE (if applicable)   SOCIAL SECURITY & PENSION
2
ASSESS

Together we will review the findings of your financial assessment. Our goal is to help answer critical questions about your retirement.

After the meeting you will decide if you want to move forward with ongoing financial planning services or implement on your own.

DELIVER ASSESSMENT RESULTS  IDENTIFY TAX REDUCTION STRATEGIES  REVIEW CURRENT PORTFOLIO CONSTRUCTION, INVESTMENT FEES, RISKS, & DIVERSIFICATION  INSURANCE REVIEW & RISK ANALYSIS  REVIEW ESTATE PLAN & TRUST DOCUMENTS 

3
IMPLEMENT

This is where your financial plan comes to life. We use our technology and team’s expertise to translate data inputs into a real life experience for our clients.

REVIEW & SIGN ACCOUNT OPENING & TRANSFER PAPERWORK  REVIEW YOUR INVESTMENT POLICY STATEMENT  SET UP ACCESS TO YOUR CUSTOMIZED ONLINE PORTAL  FINALIZE REMAINING PLAN DETAILS

4
GOOD MEASURE

A well-designed financial plan is only as good as its execution. A major component of our process is focusing on dynamic planning strategies engineered to be forward-looking. As our clients’ lives and the financial landscape around them evolves, so do our planning techniques.

Canter La Jolla
ONGOING REVIEW MEETINGS

Depending on the time of year & current life events, we’ll tailor your review meetings specifically for you. We may go over any of the areas in the following slide, always starting with a life check.

We offer up to four review meetings annually.

GOALS  TAX STRATEGY  INVESTMENTS  RETIREMENT PLANNING  CASH FLOW BUDGETING  ASSET PROTECTION  TRUST DOCUMENTS  BUSINESS PLANNING