Tag Archive for: financial plan

The Contents of a Professionally-Created Financial Plan

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The output of the financial planning process is called a comprehensive financial plan and will vary from person to person depending on a number of factors.

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When Do I Need a Financial Plan?

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In today’s world, we all need a financial plan because we all have financial needs. The question becomes one of when do we need professional assistance?

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Start with the End in Mind Planning

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A wise approach to take when financial planning is to start with the end in mind,- financial and retirement goals, health and lifestyle goals, family goals.

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Know What You Own and Why You Own It

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One of the most important questions we ask our clients during the financial planning process is what do you own and why do you own it?

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Our Approach to Financial Planning

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Comprehensive financial planning encompasses financial planning, wealth management, cash flow planning, retirement planning and much more.

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Our Four-Step Financial Planning and Investment Process

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Our financial planning and investment process involves four basic steps: Plan, Strategy, Tactics and Monitoring. Our proprietary approach make us unique in the industry.

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The Benefits of Frank Financial Advisors

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From our extraordinary commitment to customer service, our no-cost initial consultation, Frank Financial Advisors is here to serve you. Learn more.

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Our Three-Step Process for New Clients

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We have a simple process for new clients that begins with a free, no obligation consultation. We refer to this as “Start with the End in Mind Planning”.

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