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During their lives, individuals turn to financial planning professionals to identify both risks and rewards in planning their future. Whether they are in an accumulation, conservation, or retirement phase of their lives, a properly structured financial plan enables individuals to face any financial challenge that may emerge.
Through the financial planning process, Financial Planning Consultants, LLC can help individuals assess their financial needs and design strategies that will enable them to achieve their short-term and long-term goals and strengthen their financial security. This process is facilitated through an initial evaluation, the creation of a strategic plan, implementation, and ongoing monitoring:
Initial Evaluation
In this first, critical phase we chart the financial course of our client by requesting comprehensive information from each client and evaluating the information provided. Proper consideration is given to both monetary and non-monetary goals. This essential phase is the driving force behind a long-term, successful financial plan. Learn more...
Strategic Planning
Once the needs and goals of our clients are understood, we work together with our clients to form a strategic plan to assist in accomplishing their future goals. We are there to guide our clients along the journey. As part of our comprehensive planning, we focus on the following strategic areas, as identified by each client. Learn more...
Implementation
During the implementation phase, we execute our client's strategic plan. This includes...investment allocation, income tax, charitable giving, estate tax, retirement, education, and special needs.
Ongoing Monitoring
The financial planning process is an ongoing and interactive partnership with our client in which we can continue to provide insights and refine the plan to reflect our client's needs and goals -- as agreed with each client. The plan is not just a report, it is a source of creative ideas and solutions to help our clients build wealth. Learn more...
Tools
For more information about the key tools used in our process, call our offices at (408) 287-7911 and ask to speak with Henry R. Goldstone.
For more information about Financial Planning Consultants, LLC, please contact Buddy Goldstone at (408) 287-7911 or by email at henry.goldstone@lpl.com.
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Henry R. Goldstone
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