Financial Planning
At Forefront Financial Planning, we believe our process is the key to working toward financial independence. We take a comprehensive approach and create customized financial plans that are designed to help prepare our clients for a myriad of economic Environments. We first listen to our clients to understand their specific goals and get a clear picture of their current financial situation. We then analyze the plan, spot gaps, and prioritize any resulting recommendations. We work alongside our clients with consistent communication to check and test their financial plans, particularly when major life events occur.
OUR FINANCIAL PLANNING PROCESS INCLUDES:
- Completing a confidential financial questionnaire and defining financial goals.
- Analyzing the information from a variety of financial perspectives.
- Constructing a financial plan, communicating it with the client, and obtaining feedback.
- Implementing* any necessary actionable items.
- Monitoring the implementation and reviewing/amending the plan as needed.
Topics we go over include:
- Retirement Planning
- Social Security
- Estate Planning
- Investments
- Education Planning
- Life Insurance Planning
- Long Term Care Planning
- Disability Income Protection
* Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may result in additional fees.