Our Approach

When trying to figure out your own financial plan by yourself, it can be a confusing and an overwhelming journey. We have many clients that have been in your shoes, had your concerns, and have had a hard time connecting their hopes and desires with a clear plan of action. We will help you gain clarity by helping you map out your plan and integrate this work with your other trusted advisors.


Our Planning Process:

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DISCOVERY

Gain understanding of your current situation, goals, opportunities & challenges. Review current plan, accounts, assets, debts, and outline the scope of planning required.

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ALIGNMENT

Discuss the values you feel are important in guiding your decisions. Clarify your vision, define objectives, prioritize your goals and timelines.

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FINANCIAL ANALYSIS

Create a custom analysis, based on current resources, and identify planning gaps. Assess your circumstances and options.

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STRATEGY/EDUCATION

Gain understanding of your current situation, goals, opportunities & challenges. Review current plan, accounts, assets, debts, and outline the scope of planning required.

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IMPLEMENTATION DISCUSSION

Gain agreement on an implementation plan

(what, how, when and by whom).

Delivery and sign-off on Financial Plan.

Benjamin Bunfill offers fee-based planning for Thirty30 Wealth Advisors