What will it take for you to feel financially secure? How can you achieve financial peace of mind? Let’s find out what it will take for you to cross the bridge to financial independence!
As your Personal Financial Trainer, I’ll be with you every step of the way to create accountability and to provide support as we get your finances in shape. Whether yours is a whole new financial plan or just toning up the areas that are most in need, I will be there encouraging you, teaching you and guiding you.
Your financial plan at Summer Bridge will be tailored to your situation.
Your financial goals will be established based on your values, dreams, and aspirations. These goals will guide us through the entire financial planning process, which consists of the following six steps:
Establishing and defining the client-planner relationship
This is when we get to know each other. The financial planning process is an ongoing relationship and it important to me that we feel comfortable with each other and know that we can work well TOGETHER.
Gathering client data, including your goals
Information about your financial situation is collected in order for us to define your personal and value-based financial goals, and to understand your time frame for results. We will also discuss how you feel about risk.
Analyzing and evaluating your financial status
Analysis of your information allows us to assess your current situation and determine what you must do to meet your goals. Depending on what services you have asked for, this could include analyzing your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.
Developing YOUR personal financial plan
A personal financial plan and recommendations will address your goals based on the information you provide. Together, we will go over the recommendations to help you understand them so that you can make informed decisions. I work side-by-side with you so that you are confident in and comfortable with the financial suggestions made.
Implementing the financial planning recommendations
After recommendations are assessed and agreed upon, your financial plan will be set into motion. I may carry out the recommendations or serve as your “coach”, coordinating the whole process with you and other professionals such as attorneys, insurance brokers or accountants. The implementation of your individual plan will be an ongoing process over the next several months/years.
Monitoring the financial planning recommendations
Your financial plan will be assessed at least annually to review your situation and adjust the recommendations, if needed, as your life changes.
Along the way you will cross the bridge to financial freedom so that you can live your life more fully. I’ll help you get there by being your advocate in the financial world.