At WealthMap Financial Advisors, we believe the best time to prepare for tomorrow is today.
The recommendations we suggest are designed to help you pursue your goals. With the financial planning process, we help you create your roadmap for managing your money and financial decisions through ever-changing stages of life.
How do you know if you would benefit from financial planning? Some reasons for hiring a financial planner include:
- Making sure your money will last through retirement
- Handling an inheritance or large windfall
- Determining how much you need to save for retirement
- Planning for the birth or adoption of a child
- Facing a financial crisis such as serious illness or a layoff
- Caring for aging parents or a disabled child
- Coping financially with the death of a spouse
- Before, during, or after a divorce
- Funding education
- Buying, selling, or passing on a family business
WealthMap Financial Planning Services Include:
Our Planning Process
In the first financial planning meeting we ask clients to bring in or upload all their tax, loan, investment, insurance, and estate documents. During this meeting we will discuss your goals, near term and into the future. We want to ensure we have a complete understanding of your financial picture today and know what your goals are moving forward.
In our next meeting, we give you an initial look into how on-track you are to meeting your initial goals, including a review of your investments, insurance coverages, and current estate planning documents.
During this meeting, if needed, your advisor will walk you through alternatives to improve your plan. Together, we will ensure you have decided on an initial path to pursue your goals.
During the final meeting, you will receive your financial plan with action steps and recommendations moving forward. Think of this as your initial checklist of to-do’s as we work together towards your financial goals. We understand that clients goals and needs can change over time as they enter different stages of their lives. Therefore, over the years, we have found that partnering with our clients by offering ongoing service and review meetings is the key to successful financial planning.
Tools for the Process