Financial Planning and Strategy
It’s Never Too Early—or Too Late!—to Create a Solid Financial Foundation
For most people, financial planning is scary. Not only do they have no idea where to start, they’re afraid of discovering that their finances are in shambles. This can be true if you’ve recently undergone a seismic life event, like a divorce or starting a new job.
That’s where we come in. Our team’s financial review process will help you understand what you have, guide you through the options available and help you develop a solid financial foundation you can use to plan for the future and work towards your financial goals.
Financial Planning for Women
If you’re a woman, you’re used to taking care of people’s needs. But what about your needs—especially when it comes to your finances?
We understand the unique issues women face when planning for the future. When you contact us, we will assess your financial situation, evaluate your needs and obligations, and create a financial solution for you and your loved ones. We’ll show you a range of products and services that can benefit you and provide insight on which ones will help you the most.
How the Financial Planning Process Works
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Initial Meeting
At our first meeting, we’ll discuss your objectives, expectations, and concerns in a judgment-free zone. We’ll also go over the financial planning process and talk about the fees involved.
Client Completes financial profile
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Establish Goals
Once the client has completed their financial profile, we’ll start to develop and prioritize specific and measurable goals. We’ll also talk about the “why” behind all of them.
Financial Planner begins analysis.
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Analysis Meeting
Once the planner has completed their analysis, we’ll have an analysis meeting where we verify the plan data and highlight any areas of concern or opportunities. We’ll review the data and collaborate to develop “what if” scenarios.
Financial Planner develops custom recommendations & action plan.
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Plan Review
When the planner has developed their recommendations, we’ll review it together. During this time we’ll also discuss strategies , review the action plan, and chart a specific, time-sensitive path for working towards your financial goals. Of course, we’ll also answer any questions you might have.
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Implementation & Monitoring
All you have to do during this phase is act on the recommendations according to the timeline we established. We’ll also agree on future monitoring strategies.
Building a Sound Financial Life
No matter where you are in life - just starting out, providing for a family, or planning for retirement - having a clear financial path can help give you confidence for the future. Let’s create a strategy that can help you work towards your goals and overcome your challenges.
You have a choice to implement the recommendations in your financial plan on your own, with your Financial Planner or through another financial services professional. If you choose to implement your plan with your Financial Planner, he or she may sell other services and products to you in his or her capacities as (i) an investment adviser representative (“Advisor Representative”), (ii) registered representative of Pruco Securities, LLC, and/or (iii) a licensed insurance agent of Prudential (collectively “Prudential Representative”.)