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Financial Planning

BUILD THE LIFE YOU WANT WITH YOUR FINANCIAL RESOURCES

Financial planning is a process to help you make sensible decisions about money to achieve your goals in life. It considers your entire financial picture including savings, investments, what you owe, and your hopes and dreams for the future.

 

A financial plan takes into account the things that are most important to you. It defines your goals – both long-term and short – and empowers you to make progress. You may desire experiences with family, college for children, or peace of mind in your golden years.

 

Financial planning includes other elements such as lowering taxes, creating a will, and insurance to care for loved ones, along with budgeting and household expense management.

fresh powder on a mountain top

REACH YOUR GOALS

Peak Wealth Planning logo
Peak Wealth Planning logo

Six-Step Financial Plan

THE PEAK WEALTH PROCESS

Peak Wealth Planning aligns your finances with your vision for the future using our Six-Step Financial Planning Process.

Step 1 of Your Financial Plan: Establish Goals
Establish Goals

Set goals for your life, both long and short-term. What do you want to achieve? How long will it take? What are the steps to achieving it? What fears do you have?

Step 2 of Your Financial Plan: Consider Your Family Dynamics
Consider Family Dynamics

Consider your family structure and dynamics. Who do you care about the most? Who do you want to share experiences with?

Step 3 of Your Financial Plan: Evaluate Financial Position
Evaluate Financial Position

Evaluate your current financial position by documenting your investments, insurance, and what you owe (debts).

Step 4 of Your Financial Plan: Create a Road Map to Your Goals
Create Road Map to Goals

Develop your plan – create a "road map" – to meet your goals and overcome your fears.

Step 5 of Your Financial Plan: Implement Your Financial Plan
Implement Your Financial Plan

Implement your plan – advise on the changes for it to happen. Make investments, purchase insurance, and create estate documents to meet your needs.

Step 6 of Your Financial Plan: Monitor & Make Adjustments
Monitor & Make Adjustments

Monitor and review your plan, making adjustments as needed.

ACHIEVE YOUR GOALS FASTER & TAKE CONTROL OF YOUR FINANCES.

Having a financial plan is the foundation on which to build, understand, and achieve your goals. With a written plan, you will:

  • Increase 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

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Learn more about financial planning and Peak Wealth Planning.

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