Plan & Invest Service Details
Would you like to feel more secure about your financial future? Are you looking for help along your journey? This is our most comprehensive offering, designed to support your ongoing needs, goals, and aspirations, providing you significantly more control of your financial life, so you and those you care about live the lifestyle envisioned.
How It works
Dive In Deep
We will take a deep dive into your financial details so we can get a comprehensive picture of your financial life. Our collaborative relationship begins by learning what is important to you and uncovering short- and long-term goals you are most passionate about, and where you are in relation to achieving them.
Analyze
We’ll analyze your complete picture and provide you with a better understanding of your current financial situation in an easy-to-understand format.
State Of Union
In our next meeting, we deliver a State of the Union for your finances. This address is a complete account of what we have discovered, and when we will begin to identify opportunities for improvement.
Implementation
In the implantation step, we’ll assist in executing the action steps outlined in your financial plan, such as opening investment accounts, reducing expenses, and securing insurance solutions – ensuring progress towards your financial goals.
Monitoring
In this step we recognize financial planning as an ongoing process, not a one-time event. We meet periodically, ensuring accountability, and collaborate with other professionals as needed, so you can reach your full potential in obtaining your financial goals.
Plan & Invest Benefits
Client Portal
You will have access to a secure portal, that connects to your accounts and shows your paths to your goals, and how you are progressing toward them.
Ongoing Advice & Accountability
You will receive ongoing financial advice and accountability so that when your circumstances in life change, we are by your side to listen and guide you appropriately.
Strategies & Solutions
You will have access to Attitude’s broad offering of time-tested wealth management and risk management strategies, so you can feel more confident and better prepared for the future while enjoying the present, in a less stressful manner!
Reducing Anxiety
Comprehensive financial planning empowers you to take control of your financial future, reducing anxiety by proactively addressing potential challenges and opportunities throughout time.
Collabration
Our vast network of professionals assists with tax preparation, estate, and insurance planning needs. We refer or collaborate with your existing advisors, ensuring comprehensive financial planning.
Is Our Plan & Invest Offering For You?
Comprehensive Financial Needs
Individuals who require holistic financial guidance encompassing budgeting, retirement planning, tax optimization, estate planning, insurance analysis, and other aspects beyond investment management.
Life Transitions
Clients experiencing significant life events such as marriage, divorce, childbirth, job changes, or retirement, loss of a loved one, who need comprehensive financial planning to navigate these transitions effectively.
Complex Financial Situations
Those with complex financial situations such as business owners, high-net-worth individuals, or those with multiple income streams who require tailored strategies addressing various financial facets.
Long-Term Goals
Clients with long-term financial goals beyond investment returns, such as ensuring financial security in retirement, funding education, or legacy planning, benefit from comprehensive financial planning to align investments with broader objectives.
Risk Management
Individuals who prioritize risk management alongside investment returns and seek strategies to mitigate risks related to inflation, longevity, pre-mature death and disability.
Questions we ask:
- What’s prompting you to seek financial guidance today?
- What financial goals do you have?
- How much of your children’s college costs do you want to be able to pay for?
- At what age would you like to retire?
- Do you anticipate a change in career or income?
- Do you have life and disability insurance? Do you carry this coverage through your workplace benefits?
- Are you able to save money?
- Are you happy with your lifestyle and current spending?
Questions Clients ask:
- How much should I invest? How much should I be saving? What should I invest in?
- How much of a home can I afford to buy?
- How much money do I need to accumulate in order to retire? Am I able to retire early?
- How do I compare to your other clients?
- How much can we spend on a wedding for our children?
- How much life insurance should we have?
- I heard long-term care insurance is expensive. What are my options?
- Doesn’t Medicare cover long-term care?
- Should I purchase some of the benefits offered to me through my job?
It's Easy To Get Started!
Not Quite Ready Yet. Check Out Our Sample Plan
