Would you take a road trip without a map or GPS? Financial planning is the process of wisely managing your finances to help you achieve your dreams and goals – quite simply, a map to help get you to the financial future you desire. And just like maps and GPS data has to be updated regularly because of rapidly growing and changing infrastructures, a financial plan needs to be revisited regularly to ensure it is accounting for life’s changes.
Our Process
We now have a new and updated interactive financial planning process that allows for easy and instant ongoing changes as your situation and the markets change. Our program allows you to be interactively involved in the financial planning process with instant access to your plan and the ability to update as often as needed, along with our ongoing experienced guidance. Our planning incorporates your investment portfolio based on current investment models with projections using historical data.
Look at “What If” Scenarios
Within your plan you can look at numerous “What if?” scenarios to test what the impact of possible financial decisions could have on your plan.
For example, what if you wanted to take your entire family on a $30,000 tropical vacation, or buy a new car every 5 years, or remodel parts of your home every 5-10 years, or what if you need long term care in the last 5-6 years of your life? These scenarios and others like them can be tested in the plan to see if the impact is acceptable to make a wise decision.
This new process of financial planning is getting great feedback from those who have experienced it so far. We can even do planning with you live and online as you sit in the comfort of your home or office, making this process so convenient and accessible to our many clients outside of our local office area.
Get in Touch!
If we have not helped you with your financial planning recently, go to www.ciswealth.com/meet or contact the office to set up an appointment with one of our advisors – online or in our office – whichever works best for you!
