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 track

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

Ready to Get Started?

Contact Us