Financial Planning

Financial Planning is a process to assess your current financial situation, define your financial goals and objectives, and develop a plan to achieve them. The financial planning process includes: Goal setting and Data Collection.

Financial planning is a process rather than a one-time event. The continuous application of a five-step financial planning process (below) to your unique financial situation will ensure that you are continually on track to avoid problems and make effective financial decisions.

Financial Planning Steps

1. Determine your current financial situation.

2. Set quantitative and measurable time frame goals.

3. Make decisions to accomplish your goals.

4. Control and monitor your cash flow plan to insure goals are being accomplished.

5. Invest the excess cash beyond your set margin (which covers planned purchases and emergency funds).

Wealth Management Coach, LLC and its Investment Advisors provides Financial Planning services on a fee-only basis and or hourly basis and or commission based basis. Wealth Management Coach, LLC and its Investment Advisors will provide complete written disclosure of its compensation arrangeemnt to its clients. Clients are not require to use the products or services provided by Wealth Management Coach, LLC and its Investment Advisors.