BOZEMAN, MONTANA
FINANCIAL PLANNING
We believe the financial planning process starts with understanding you. Listening with compassion, and understanding each individual’s hopes, dreams and concerns around money.
We are honored to be the caretakers of this trust and use our knowledge and experience to give clarity to each client’s vision and a successful path to achieve their goals
FINANCIAL PLANNING SERVICES
Our comprehensive suite of financial planning services are tailored to address each client’s unique financial needs throughout every stage of life. Together, we will navigate the complexities of your financial life, as we confidently pursue a prosperous future for you and your loved ones.
Our expertise in financial planning includes:
Retirement Planning - incorporating solid strategies for each phase of retirement: planning for retirement, nearing retirement, or in retirement.
College Planning - identifying goals, options and strategies to prepare you for the ability to give the gift of education.
Estate Planning - ensuring your risks are covered, your goals are outlined and you are working with an estate planning attorney if necessary to put your estate in order.
Divorce Planning - working with individuals in delicate times to protect their financial future.
Risk Assessment - ensuring yourself and your assets are best protected from unintended risks.
OUR PROCESS
Personal financial planning can help you construct the foundation on which to build a secure financial future. Our process follows these steps:
Understanding your personal and financial circumstances.
Gather and evaluate personal and financial data such as assets, liabilities, insurance policies, tax returns, budgets, etc. to obtain a complete picture of your financial life.
Identify financial goals.
We will work with you to identify both personal and financial goals and objectives for you and your family. By clarifying these goals, both long term and short term, we can develop strategies to achieve them.
Identify and analyze financial problems that create barriers to you.
We can help by providing tax-efficient ways to save for retirement, identify insurance needs, and uncover budgeting issues preventing you from reaching your goals.
Develop financial planning recommendations and a written financial plan.
We will help you create a financial plan that is a roadmap for your future and recommend a path to achieve your goals.
Implement recommendations.
We will work in partnership with you to implement the recommendations presented in your financial plan. At times this will include coordination with other professionals, such as an accountant or estate planning attorney.
Periodically monitor, review and revise your plan.
As circumstances in your life change, we will work with you to adapt your financial plan to your changing needs.
MOVING FORWARD ON YOUR JOURNEY TO FINANCIAL INDEPENDENCE
A well-thought-out vision can become a reality when taking a holistic view of your financial life. Comprehensive planning and monitoring can help identify beneficial strategies available to you, helping you realize your vision with the best chance for success and least risk possible.
As life changes, we are flexible, dedicated and proactive, altering your plan and strategies as needed, guiding you along the way.
Talk with our financial planning professionals
As you embark on your exciting financial journey, know that you have a dedicated and knowledgeable partner by your side. Our comprehensive suite of financial services is designed to cater to your every need, ensuring that your financial goals become a reality.
Let’s begin this collaboration towards a brighter financial future—reach out today for a no-obligation consultation, and together, we will forge a path to success tailored just for you.