Let’s be honest, discussing finances isn’t exactly how you want to spend your valuable time. We’ve designed a process that covers all the financial essentials you should take care of, without all the pain.
By becoming a valued client, we’ll begin your Red Flags ™ Retirement Roadmap. This is a system of important financial planning subjects we review on a regular basis, such as: tax reduction, retirement savings, debt reduction, and planning for your children’s future. Think of it as a long series of questions your advisors asks himself throughout the year. For example:
- Since John has an extra $200,000 in savings, should we reduce his life insurance?
- Since John’s personal savings has increased to 31% of his income, should he start to pay down his building faster?
- Since John’s son just turned five, should we start a college savings plan like we’ve done for his other children?
- Why has John’s practice profitability declined year over year?
Our Red Flags™ Retirement Roadmap contains hundreds of important financial questions. We review some subjects multiple times each year, while other subjects rotate annually, and the rest every two years.
We organize a proactive calendar where together we tackle the essential subjects. We’ll do most of the leg work behind the scenes and recommend any necessary adjustments needed during our regular review meetings or via email. Of course we’re always available to call, text, email, or meet in person as often as needed.
We’ll focus on your finances so you can focus on growing your practice.