Customized Financial Planning Needs
Partner with a Certified Financial Planner® professional to help build and monitor your financial, estate, and tax planning. Be confident that you are on the path to a secure future. We take a comprehensive approach by working with your attorney(s) and accountant(s) to ensure that no leaf of your financial planning is left unturned.
The Financial Planning Process
- Understanding the Client’s Personal and Financial Circumstances
- Identifying and Selecting Goals
- Analyzing the Client’s Current Course of Action and Potential Alternative Courses of Action
- Developing Financial Recommendation (s)
- Presenting Financial Recommendation (s)
- Implementing the Planning Recommendation (s)
- Monitoring Progress and Updating
The 7 Step Financial Planning Process | CFP Board
What Is Financial Planning?
Financial planning is valuable at all stages of life, from college planning up to estate and long-term care planning. Unify Financial professionals are fee only fiduciaries with the education, experience, and strategies so you can maximize your wealth and obtain financial peace.
“People working with a financial planner who is taking a holistic look at their needs, beyond just products and portfolio, are likely better off than those working with a planner who takes a transactional approach”
Charles Schwab; 5 Ways Financial Planning Can Help
Why Is The Planning Process Important?
Forecasting your finances is important because it helps you stay on track when striving to achieve goals for your financial future. A good financial plan also creates a snapshot of your current financial picture and identifies any changes that may need to be made in order to achieve a particular goal.
A good financial plan can also help to identify and correct potential vulnerabilities. For example, if you don’t have adequate savings in an emergency fund or if you happen to be underinsured in some areas, a comprehensive financial plan can uncover those areas that need to be enhanced.
By choosing to take control of your financial future, you can remain confident and calm knowing there is a plan in place even as the stock markets go up and down.
Common Planning Goals and Strategies
- Debt management
- Educational Savings
- Retirement Savings
- Expense Management
- Income Protection/Replacement
- Retirement
- Estate Protection and Transfer
- Charitable Giving
- Health Care
Call Unify Financial Advisors To Begin Your Journey To A Secure Financial Future
Work with a Certified Financial Planner® professional to develop a plan that maps out how to best achieve your life goals. Americans who have a financial plan feel financially stable and have healthy money habits. Call Unify Financial Advisors today at (727) 306-0299 to take the next step or contact us on the website here.