Financial Confidence | 6-Step Financial Plan
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6-Step Financial Plan

6-Step Financial Planning

For Business Families, Business Owners and Executives

Business families, business owners, executives and their advisors can benefit from our 6-Step Financial Confidence™ Program. Our 6-step financial planning system builds trusting relationships, provides transparent dialogue, and addresses your needs and those of your advisors.

Why Choose Financial Confidence™

We’ve earned the trust of more than 1,000 high net worth business families, business owners, executives and their advisors since 1999. We provide a team approach with our multi-disciplinary staff and strategic alliances to help you reach your business and financial goals. Our in-house capabilities include two certified financial planners, a tax accountant, an analyst and a business development specialist. This makes our processes cost-effective and efficient for our clients.

  1. 1

    Get Acquainted

  2. 2

    Assess Your Situation

  3. 3

    Assemble the Perfect Team

  4. 4

    Create an Action Plan

  5. 5

    Actualize and Implement

  6. 6

    Annual Checkup

Benefits for Six Steps to a Financial Plan:

  • To navigate all the different products and tools of retirement, tax and estate planning with ease.
  • To coordinate all the options to provide you the best possible result.
  • To ensure that all your trusted professional advisors are informed and working towards the same collaborative goal.
  • To enable you to grow your career or business, realizing your retirement dreams, giving back to your community or enjoying your family and friends.

Get Acquainted

  • Discover who you are and what you do
  • Meet with your Financial Confidence Advisor
  • Learn what we do and how we can help
  • Discuss the contracting process and engagement
  • Ensure Financial Confidence is a good fit for you

Assess Your Situation

  • Review and confirm scope of services
  • Review your current personal and corporate situation
  • Establish personal and business goals, priorities and objectives
  • Discuss what is important to you
  • Evaluate your dangers, opportunities, and strengths
  • Develop a comprehensive wealth profile

Assemble the Perfect Team

  • Review and confirm scope of services
  • Financial Confidence works with your advisors, such as accountants, lawyers and other professionals, to ensure you define and achieve your goals
  • Multi–disciplined teams provide expert and skilled advice with ongoing evaluation to the business owner and business family
  • Access the Financial Confidence virtual project team for additional expertise

Create Action Plan

  • Review and confirm scope of services
  • Financial Confidence will review and organize your information
  • Develop a complete report to debrief regarding your financial situation and create a road map for your success
  • Meet to develop a prioritized action plan
  • Articulate the estate plan to all preferred team members for input

Actualize and Implement

  • Review and confirm scope of services
  • Confirm implementation of the plan and action steps
  • Inform all team members about the plan and provide them with action steps
  • Continue to regularly update multi-disciplined team and client regarding progress

Annual Checkup

  • Review and confirm scope of services
  • Review progress to date
  • Evaluate past dangers, opportunities, and strengths
  • Create updated dangers, opportunities, and strengths
  • Revise the financial plan to reflect new goals
  • Adjust financial plan as needed