Financial Planning

What is Financial Planning?

Financial Planning is a process to help you make sensible decisions about money so you can achieve your goals in life. It might involve creating wills for charitable giving, creating an estate plan with a trust to protect your family business, thinking about how your family will manage debt or estate taxes should you die prematurely, considering what year you might retire or change to a second career, or discussing wealth with adult children.

 

Financial planning involves thinking about all of these things together.  In other words, creating your 'plan'. Many people express what is nearest and dearest to them by how they spend their money. And, financial plans and the expression of your family’s values may change across time.

REACH YOUR GOALS

Peak Wealth Planning's

SIX-STEP FINANCIAL PLAN

ESTABLISH GOALS

CONSIDER FAMILY DYNAMICS

CREATE ROAD MAP TO ACHIEVE GOALS

EVALUATE FINANCIAL POSITION

Financial Planning Process

IMPLEMENT YOUR FINANCIAL PLAN

MONITOR AND MAKE ADJUSTMENTS

​Peak Wealth Planning will create a sound financial plan for you in six steps: 

  • Establish your goals in life – short and long term

  • Consider your family structure and dynamics

  • Evaluate your current financial position – document your assets and liabilities 

  • Develop your plan – create a "road map" for achieving your different goals

  • Implement your plan – advise on the changes for it to happen

  • Monitor and review your plan and make adjustments when needed

 

It’s about getting organized; being in control of your finances rather than letting your finances control you.

 

By planning to meet your financial goals, you will:

  • Have a much greater confidence of where you are going in life

  • Reduce your stress levels and start to enjoy life more

  • Gain control and peace of mind knowing you're on track for the future

Copyright 2019. Peak Wealth Planning, LLC.   

DISCLOSURES & LEGAL INFORMATION

Check the background of this firm and/or investment professional on FINRA's BrokerCheck.

Peak Wealth Planning

2723 Valleybrook

Champaign, IL 61822 

217-840-8401