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Plans are nothing; planning is everything!

                                                                                                                  - Dwight D. Eisenhower

 

WHAT IS COMPREHENSIVE FINANCIAL PLANNING?

The old adage "for every action, there is a reaction" is particularly true when mapping a course of action to reach your financial goals. If you focus on only one or two elements, other areas you overlooked could undo all of your efforts. Comprehensive planning recognizes the need to consider all areas of your financial situation before developing a plan to reach your personal financial goals.

A COMPREHENSIVE PLAN INCLUDES:

  • Cash flow management
  • Investments
  • Income taxes
  • Risk management - the need for specific insurance
  • Education funding
  • Estate planning
  • Other needs specific to you

WHAT SHOULD YOU EXPECT FROM A COMPREHENSIVE FINANCIAL ADVISOR?

After taking a close look at your existing circumstances we will help you identify, clarify and prioritize your goals. Then we systematically create a plan of action that considers all the financial aspects of your unique situation. A plan without implementation is like a dream without action. We are going to provide the assistance you need to make sure the recommended steps are taken.

Your financial situation is always changing in reaction to outside influences. It is important to periodically review and revise your plan to adjust to changes in the financial world as well as your personal goals.

The First Year with Alpha describes in more detail the process we use here at Alpha to make sure our clients receive a comprehensive financial plan.

Every new client receives a copy of our Client Handbook that gives more details about the financial planning experience at Alpha.