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Designing a Well-Rounded Financial Plan

Designing a Well-Rounded Financial Plan

When it comes to investing for your future, the best place to start is by creating a plan.  A well-rounded financial plan is so much more than just saving money for retirement.  It allows you to identify and mitigate possible vulnerabilities to your overall success.  Developing such a plan begins with examining your Total Financial Picture.  These are the main areas that you and your advisor should be focusing on.  The components of your Total Financial Picture include:

Current Financial Position
Protection Planning
Retirement Planning
Estate Planning
Tax Strategies
Investment Planning
  • Current income & expenses
  • Debt, net worth & emergency cash
  • Protecting against life events such as:
    • Job-loss, divorce, disability, unexpected medical expenses and death
    • Protecting against market down-turns, inflation & potential tax increases
  • Evaluating income and expenses in retirement
  • Coordinating with Social Security and other pensions
  • Growing and protecting retirement assets
  • Planning for inflation, potential tax increases & medical expenses
  • Minimizing estate taxes
  • Transferring assets efficiently to beneficiaries
  • Avoiding Probate to minimize costs and headaches
  • Minimizing Federal, State & Municipal taxes
  • Implementing tax-favored investments
  • Determine comfort levels with risk
  • Designing a well-diversified portfolio with added layers of safety
  • Monitoring investments daily to mitigate losses and maintain proper allocations

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