Peak Wealth Planning | Financial Planning Services

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.

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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.

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?

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 financial plan with a "road map" to meet your goals and overcome your fears. With a clear picture of the income you'll need for your future, you'll avoid running out of money during retirement.

Implement Your Financial Plan

Implementing your plan begins with advising on the required changes. This may take the form of ESOP diversification, investment management, estate planning, or tax planning depending your unique needs.