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The ProVise Planning Experience

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The ProVise Planning Experience

A financial plan is the roadmap to your financial success. Our CERTIFIED FINANCIAL PLANNER™ professionals create a customized strategy specific to your current financial situation, lifestyle and future goals.

We follow the financial planning process as outlined in the CFP Board of Practice Standards:

Step

1

Understand your personal and financial circumstances

Before we can help you reach your goals, we need to understand where you are. We perform a thorough analysis of your current financial situation and upcoming risks before creating a financial plan for your future success.

Step

2

Identify your goals

Your future financial goals will dictate your current financial choices. We need to understand your goals, so we can align your financial strategy with the lifestyle you are aiming for.

Step

3

Prioritize your goals

We know you want to invest in your retirement plan, but you might also be aggressively paying down student loans. In that case, how do you know which goal to prioritize? We help you balance your goals in a way that benefits your current lifestyle without neglecting your future financial goals.

Step

4

Analyze, develop and present your current and potent course of action

Once we understand your current financial situation and the priority of each of your financial goals, we create a step-by-step plan outlining how you can get there.

Step

5

Implement the financial strategy

We help you put the financial planning strategy to work by reallocating your assets to the areas (debt management, investments, retirement, etc.) that will best support your overall financial success.

Step

6

Monitor progress and update

You won’t go it alone. We will walk with you through every financial decision, roadblock, obstacle and opportunity to make sure you are staying on track toward your financial goals.

The ProVise Planning Experience

A financial plan is the roadmap to your financial success. Our CERTIFIED FINANCIAL PLANNER™ professionals create a customized strategy specific to your current financial situation, lifestyle and future goals.

We follow the financial planning process as outlined in the CFP Board of Practice Standards:

Step

1

Understand your personal and financial circumstances

Before we can help you reach your goals, we need to understand where you are. We perform a thorough analysis of your current financial situation and upcoming risks before creating a financial plan for your future success.

Step

2

Identify your goals

Your future financial goals will dictate your current financial choices. We need to understand your goals, so we can align your financial strategy with the lifestyle you are aiming for.

Step

3

Prioritize your goals

We know you want to invest in your retirement plan, but you might also be aggressively paying down student loans. In that case, how do you know which goal to prioritize? We help you balance your goals in a way that benefits your current lifestyle without neglecting your future financial goals.

Step

4

Analyze, develop and present your current and potent course of action

Once we understand your current financial situation and the priority of each of your financial goals, we create a step-by-step plan outlining how you can get there.

Step

5

Implement the financial strategy

We help you put the financial planning strategy to work by reallocating your assets to the areas (debt management, investments, retirement, etc.) that will best support your overall financial success.

Step

6

Monitor progress and update

You won’t go it alone. We will walk with you through every financial decision, roadblock, obstacle and opportunity to make sure you are staying on track toward your financial goals.

The ProVise Planning Experience

Step

1

Consultation

Let’s get to know each other. We’ll meet to learn more about your goals are and why you’re looking for a financial planner or investment advisor.

Step

2

Review

We’ll review of your finances and discuss your options.

Step

3

Develop plan

Our team will create an integrated plan, crafted to fit your lifestyle and help you achieve your goals.

Step

4

Onboard

Next, we’ll implement the plan we’ve agreed upon and monitor the results and performance of our strategy. We’ll stay in close contact, as regularly as you’d like.

The ProVise Planning Experience

Step

1

Consultation

Let’s get to know each other. We’ll meet to learn more about your goals are and why you’re looking for a financial planner or investment advisor.

Step

2

Review

We’ll review of your finances and discuss your options.

Step

3

Develop plan

Our team will create an integrated plan, crafted to fit your lifestyle and help you achieve your goals.

Step

4

Onboard

Next, we’ll implement the plan we’ve agreed upon and monitor the results and performance of our strategy. We’ll stay in close contact, as regularly as you’d like.

Schedule a Complimentary Consultation

Financial planning is not one big thing…it is hundreds of little things™. We will walk with you every step of the way through investments, debt payoffs and everything in between to help you reach the financial goals that matter most to you.

STRAIGHT FROM THE SOURCE

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Navigating an Election Year

Navigating an Election Year

Mar 28, 2024 |

Presidential elections tend to heighten uncertainty in the markets, and we’re hearing from clients looking for advice on navigating the prospect of a Trump-Biden rematch and a second term for whoever emerges victorious in November.