Our life goals change frequently as we age and experience new milestones. Like dots on a roadmap, those ambitions might include getting a new business off the ground, buying your first home, saving for your kids to go to college or creating a nest egg for retirement.
Whatever your financial goals are, you’ll need money to get there. More than that, you’ll need a strategic financial plan to assess your current situation and prepare you to reach those goals.
At ProVise Management Group, our team of credentialed CERTIFIED FINANCIAL PLANNER™ professionals is here to help you navigate all of life’s financial decisions, including investments, debt payoffs and saving. And we are here to do it with your values in mind.
Schedule Your Complimentary Consultation
The ProVise Planning Experience
A financial plan is a roadmap to your financial success. A ProVise financial planner will follow a process that includes the following steps to creating a customized strategy specific to your current financial situation, lifestyle, and future goals.
1. Understanding 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 designed for your increased future success.
2. Identifying and Selecting your goals
Your future financial goals will dictate your current financial choices. We need to understand your goals and then help you prioritize those goals, so we can align your financial strategy with the lifestyle for which you are aiming. We help you balance your goals in a way that is designed to benefit your current lifestyle without neglecting your future financial goals
3. Analyzing Your Current Course of Action and Potential Alternative Courses of Action
It is important for us to first determine what you are currently doing and why. What is your approach to your finances and investments? There is no reason to seek alternatives if what you are doing is working. However, we can only do this in the context of looking at alternatives that may either fine tune what you are doing, or perhaps offer an alternative approach.
4. Developing the Financial Planning Recommendation(s)
Unlike others who just want to sell you something that may not be in your best interest, we do not consider recommendations until we have taken the first three steps of the financial planning process. You do not want a physician to create a treatment plan without a thorough analysis of your current condition and consideration of alternatives. The same is true with your financial health.
5. Presenting the Financial Planning Recommendation(s)
We will provide you with a set of written recommendations sharing our best ideas and thoughts regarding your personal financial situation. For those with a relatively uncomplicated financial life it might be done in a bullet point format, while for others it could be a much longer document. It might even be done with a modular plan focusing on the one aspect that is most concerning to you.
6. Implementing the Financial Planning Recommendation(s)
We help you put the financial planning strategy to work by putting together a checklist of action items for you and us that helps ensure that the plan is implemented in a timely fashion. There is nothing worse than knowing what needs to be done and then not doing it.
7. Monitoring the Progress and Update
Financial planning is not an event that happens one time. It is a continuous process. Life happens and things change. You will not 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.
MEET YOUR PROVISE TEAM
Our team at ProVise has decades of experience in helping hard workers like you to enjoy your lifestyle today and your retirement years tomorrow. For over 30 years, our clients have trusted us with their financial planning and financial assets.
If you’re ready to begin living the life you want now and planning for your future retirement, it’s time to talk to a CFP® professional at ProVise. Contact us today to schedule your complimentary consultation.
Nancy Croy, CFP®
Executive Vice President
Debbi Shamley, CFP®, RSSA®
Evelyn Sheridan, CFP®
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
Read our market updates and points of view on world events that impact the financial landscape.
As a single parent, you have the challenge of taking care of yourself and your children without the help of a partner. This makes financial planning difficult, but with some preparation and professional assistance, it is possible to raise your children as a single...
Going your separate ways romantically is only part of the divorce process. In addition to this, you must also split your assets, finances and property with your spouse in a way that is fair and equitable for both of you. This can be a challenging and grueling process...
Managing your money is not the most exciting thing on earth, but it is important to maintain a personal financial strategy if you want to reach your savings goals and avoid exhausting your funds. There are different ways you can save money, but right now, we...