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.
Meet and Greet
Proposal And Agreement
Agree on services and fees
Statement and info collection
Specific questions after document review
Expert examination of your plan
Your initial findings and recommendations
Put initial recommendations in place with our assistance*
We meet every six months to keep you on track
INVESTMENT MANAGEMENT ONLY
If you prefer 5280 Associates to just manage your investments, a $1,000,000 account minimum is required.