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Comprehensive Financial Planning

Financial Planning 101:  Plan for what YOU WANT!



It is all about the cash "out" flows - Plan Ahead!

Michael and Liz Sample - Cash flow projections




Financial Planning:

We have integrated all of the information that we had already built into your executive summaries over 20 years into our virtual 24/7/365 planning software by MoneyGuidePro.  If you have not seen and would like a user id and Password please be in contact with Hunter Dempsey.

The short video below gives a great summary of the benefits of financial planning.

Financial Planning Magazine Tech Survey Results are in:
MoneyGuidePro
® is the #1 Financial Planning Software for 10 straight years.



Try out MyBlocks from MoneyGuidePro: (*Click the MyBlocks pic below to Register).

For referrals this is the best place to start a relationship with our firm.



MyBlocks is a simplified interactive modular system to help get people focused.  It fully integrates into our comprehensive financial planning software MoneyGuidePro which is the largest planning software in the US.  Try it out and let us know what you think.








For current planning clients we have integrated all of the information from your executive summaries into this new virtual planning software.  Take a peak and let us know what you think.  The templates below are also good to review as they are goal related and get you to think about wants and needs. 

The longer video below gives more detailed information about the benefits of formal financial planning:




The Discovery A took less than 10 minutes to complete:




The goal of financial planning is to

make sure that you have enough

money to retire.....and don't run out of money.


This could be bad.

 

This looks better.

 

Bigger picture combined details.

We document everything that you have and keep track of all of the details of your financial life. 

Details, details, details.....consider financial planning as a work in progress. 

In a perfect world all outside accounts are data aggregated so you can see all of your assets in one place. 

Additionally, Money Guide Pro is available to clients 24/7/365 and allows clients to change anything that they want.



By moving retirement out 3 years you can see if it helps your Probability of Success from 74% to 89%.


The financial planning portal is available on our website with the "Financial Planning" button on the top right of each page. (*See below)