Planning

Financial planning takes the guesswork out of managing your finances and helps you understand the implications of each financial decision you make. Everyone has different goals, so it’s important to have a unique plan that works for you and your financial situation, both now and in the future.

Unleashed Financial provides year-round financial planning for a monthly fee. This Program offers flat-fee pricing and delivers a financial goal plan, annual updates, and ongoing financial planning support. All financial planning will be completed by a CFP® professional and consists of:

  • Establishing and defining the client-planner relationship
  • Gathering client data and determining goals and expectations
  • Analyzing and evaluating the client's financial status
  • Developing and presenting the financial planning recommendations and/or alternatives
  • Implementing the financial planning recommendations
  • Monitoring the financial planning recommendations

Today more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, “finances” doesn’t mean just one thing for most Americans—and “financial planning” means much more than just investing. Bringing all the pieces of your financial life together is a challenging task. Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand all the complexities of the changing financial climate and will make recommendations in your best interest.

Schedule an easy no obligation conversation about your needs.

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