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.
FINANCIAL PLANNING
Our initial planning process takes into account a wide array of information. If you choose to partner with us going forward, we meet throughout the year to make sure you’re still on track and to see whether we should adjust your original plan to accommodate changes in your life.
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 tack
OR
SPECIFIC INSURANCE OR INVESTMENT NEEDS
Ensuring you and your family have financial protection from life’s unknowns is a crucial piece to any plan. 5280 Associates can determine the appropriate level of insurance coverage given your situation and can work with you to establish the necessary solutions. If you need assistance finding or implementing any specific investment need, you can rely on the team’s collective expertise to help you achieve your goal.
1-2 Hour Meeting
GATHER DATA
Statement and info collection
DEVELOP SOLUTION
Select strategy
IMPLEMENT SOLUTION
Put account or product in place