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Financial Planning Services

Explore Our Financial Planning Services

Explore Our Financial Planning Services

Financial Planning can feel Like a 1000 piece Jigsaw puzzle scattered all over the table. So many pieces, where do you start? Most people say on the edges.

I’ve been told by our clients that it felt like their previous financial advisors were just moving pieces around hoping to find a fit. There really wasn’t a PLAN.

At Family Wealth Management we start with the picture on the cover of the box. We start with YOU! “Understanding People Before Numbers.”

"You don’t need more money, you need a better plan.”

Experience teaches us that financial freedom is found in a disciplined process.

Experience teaches us that financial freedom is found in a disciplined process.

To help our clients pursue success, we have developed the WealthCare Process™, a dynamic 6-step process that is designed to help you feel more confident about your financial future by providing a clear plan to keep you on track toward your goals.

The WealthCare Process

How will you benefit from our six-step planning and investment process?

We believe you will feel more confident about your financial goals and have the freedom to focus on what you enjoy most.
The WealthCare Process is designed to help you feel confident that no matter what happens in the market, the economy, or the world—you are moving in the right direction.

The Right Fit Discussion

The first meeting is an opportunity for us to get to know each other and to decide whether or not we can add value to your situation. The first meeting is free. We will broadly discuss issues relating to your needs and will be interested in finding out about you as a person. We will tell you about our services and fees. During the first meeting some people decide they want us to do work for them. Other people go away and think about what we have talked about and call us if they want to continue. It’s up to you.

The Discovery Dialogue

In this 60 -75 minute session you will bring nothing but yourself, we will take you along a path of “guided discovery” as we learn about you as a person and what your wealth means to you as well as its purpose. You tell us about your core values and what’s most important to you. We help you outline your goals and develop a financial roadmap based on where you are today and where you want to be tomorrow.

The Critical Factors Analysis

In this session, we will explore a series of opportunities relevant to your situation. We work with you to identify financial strengths and how to leverage them. We also consider potential challenges and dangers you may face and recommend ways to help you capitalize on opportunities and avoid pitfalls.

The Family Wealth Blueprint

Your written financial plan addresses your goals and makes recommendations for achieving them. This plan, based on all the information you have provided, is customized to fit your unique situation and needs. We provide a written document of “Observations and Recommendations” to guide our decision making. Once you approve the plan, we begin implementing strategies designed to help you meet your objectives.

The Implementation Process

In this 60 -75 minute session you will bring nothing but yourself, we will take you along a path of “guided discovery” as we learn about you as a person and what your wealth means to you as well as its purpose. You tell us about your core values and what’s most important to you. We help you outline your goals and develop a financial roadmap based on where you are today and where you want to be tomorrow.

The Future Focus System™

By meeting with us every 90 days, you can ensure that your plan remains on track. During these sessions, we review the performance of your investments, consider changes in your personal circumstances, and discuss potential opportunities or pitfalls that may lie ahead

Financial Planning Resources

Does An Annuity Fit Within My Financial Plan

Does An Annuity Fit Within My Financial Plan

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Important Milestones

Important Milestones

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What Issues Should I Consider If I Experience A Sudden Wealth Event

What Issues Should I Consider If I Experience A Sudden Wealth Event

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What Issues Should I Consider When Paying Off My Student Loans

What Issues Should I Consider When Paying Off My Student Loans

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