OUR PROCESS
A plan without a goal is a road to nowhere. That’s why, in addition to learning about your current financial picture, we prioritize learning about your story, taking into account what you value most and where you want to go in the years ahead.
COMPREHENSIVE FINANCIAL PLANNING
The 5280 Associates financial planning process begins with an initial analysis. Then, we keep your financial plan on track with regular, ongoing meetings.
Initial Analysis
Introduction
Meet and Greet
Proposal And Agreement
Agree on services and fees
Gather Data
Statement and info collection
Strategy Call
Specific questions after document review
Analysis
Expert examination of your plan
Presentation
Your initial findings and recommendations
Initial Implementation
Put initial recommendations in place with our assistance*
*Implementation of your written recommendations will be done separate from the Financial Planning Services. You will determine whether and how to implement recommendations.
Ongoing Advice
We meet every six months to keep you on track
OR
INVESTMENT MANAGEMENT ONLY
If you prefer 5280 Associates to just manage your investments, a $250,000 account minimum is required.
1-2 Hour Meeting
GATHER DATA
Statement and info collection
DEVELOP SOLUTION
Select strategy
IMPLEMENT SOLUTION
Put account or product in place
REVIEW
Annual account review