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.

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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

Ready to Get Started?

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