Comprehensive Planning

Working with the correct financial professional is one of the most meaningful decisions you will ever make.   At Modern Planning Group, LLC we believe in a goal based approach focusing on organization and transparency.

1. Financial Organization
   1. Our shared goal is to help organize your financial life, this is accomplished utilizing modern technology
      1. Asset-Map – allows us to organize and analyze your current financial holdings and goals
      2. Modern Wealth Manager – allows you to keep track of your financial success in real-time

2. Understanding your financial goals and concerns
   1. Understanding your financial goals and concerns is our priority.  We will review your goals and concerns with this framework.
      1. Risk Management – The what if’s; Loss of life, income or ability to care for your-self. Are your assets and income covered for accidents or unexpected lawsuits?
      2. Retirement Planning - Review retirement date, income goals & current plan
      3. Investment Planning – Liquidity, risk tolerance, tEquitabletion & asset allocation
      4. Tax Planning – Harvesting, retirement plan contributions & income distribution
      5. Estate Planning & Settlement – Managing probate, wills, trusts & legacy/inheritance
      6. Family Financial Planning -  Understanding your role in caring for loved ones

3. Financial Assessment & Recommendations
   1. After having a full understanding of your goals and concerns, we will analyze your financial situation and provide an assessment.
      1. Determine if you are on course to meet your goals
      2. Recommend options to modify or stay the course

4. Ongoing Relationship
   1. Schedule 90 day follow up phone call
   2. Schedule annual review meeting
   3. Please don’t keep us a secret, the greatest compliment we receive are introductions to friends and family
   4. Education events
   5. Local business gatherings
      1. Would you be interested in attending educational or business events?

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