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:
Discovery
Gain understanding of your current situation, goals, opportunities & challenges. Review current plan, accounts, assets, debts, and outline the scope of planning required.
Alignment
Discuss the values you feel are important in guiding your decisions. Clarify your vision, define objectives, prioritize your goals and timelines.
Financial Analysis
Create a custom analysis, based on current resources, and identify planning gaps. Assess your circumstances and options.
Strategy/Education
Gain understanding of your current situation, goals, opportunities & challenges. Review current plan, accounts, assets, debts, and outline the scope of planning required.
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