The FINANCIAL PLANNING portion of our wealth management puzzle includes a:
COMPLETE FINANCIAL STATEMENTOur Financial Planning process starts first with helping you put together a complete financial statement of all your assets (everything you OWN) and liabilities (everything you OWE).
COMPLETE ANALYSISSecond, an analysis is completed of your monthly income and expenses.
QUESTIONNAIREThird, a questionnaire is given to determine the areas of financial planning that need to be addressed both immediately and in the future. DOWNLOAD OUR CONFIDENTIAL PROFILE HERE
Financial planning is only one aspect of wealth management, but it is one of the most acknowledged pieces. Within financial planning are a slew of other branches, and no one person’s, family’s, or business’ financial situation is the same, and they should not be treated as such! There is not a ‘one size fits all’ scheme when it comes to finances, all of which can mean different things to different people based on age, lifestyle, and family. Therefore, it is important to look at several different aspects of financial planning in order to determine the best life map for you!
This is where CIS Wealth’s financial planners come into play. We are here to listen and guide you through your financial planning journey. From long term retirement planning and financial statement assessments to budget planning and mortgage debt areas, we strive to cover all of the financial areas.
It can be overwhelming collecting all of this different data and procuring a personal solution for you or your family’s financial planning needs. Therefore, we have a complete breakdown of our 20 financial planning modules available. During the financial planning process, each of these modules are customized for your family’s particular financial situation. With a financial plan in place, you can have confidence in your future!