FINANCIAL FLIGHTPLAN
Objective Trusted Guidance.
FINANCIAL FLIGHTPLAN
Objective
Trusted
Guidance.
FLIGHTPLAN DEFINED
Your Financial FlightPlan is a comprehensive financial plan designed to plot where you are, and increase the probability of arriving safely at your ideal financial destination.
You and your advisor will evaluate your current financial situation, develop an optimal approach and implement relevant recommendations.
You have personal financial goals and aspirations, not to mention achieving financial security and peace of mind. But the road to success is complicated and like the weather, destined to change. FlightPlan provides you the required tools and steady hand of an experienced ‘pilot’ so you can arrive at your financial destination.
FLIGHTPLAN DEFINED
Your Financial FlightPlan is a comprehensive financial plan designed to plot where you are, and increase the probability of arriving safely at your ideal financial destination.
You and your advisor will evaluate your current financial situation, develop an optimal approach and implement relevant recommendations.
You have personal financial goals and aspirations, not to mention achieving financial security and peace of mind. But the road to success is complicated and like the weather, destined to change. FlightPlan provides you the required tools and steady hand of an experienced ‘pilot’ so you can arrive at your financial destination.
FINANCIAL BLUEPRINT
Your ‘blueprint’ will be built around the following issues:
Expense management
Investing long-term
Generating cash flow
Tax reduction
Inflation protection
Portfolio management
Long-term care
Managing risks
Estate and Trusts
Asset allocation
Life insurance
Retirement
FINANCIAL BLUEPRINT
Your ‘blueprint’ will be built around the following issues:
Expense management
Investing long-term
Generating cash flow
Tax reduction
Inflation protection
Portfolio management
Long-term care
Managing risks
Estate and Trusts
Asset Allocation
Life Insurance
Retirement
STEP 1. DATA COLLECTION
STEP 1. DATA COLLECTION
You will be prompted to create a username and password before you can access your initial FlightPlan organizer. The data you enter is confidential and automatically integrated into your financial plan. This step will take approximately 20mins to complete. To begin the process click ‘Start Now’.
STEP 2. INITIAL CONSULTATION
STEP 2. INITIAL CONSULTATION
At your convenience, connect with your executive advisor to review your current plans and potential solutions. Your initial consultation should be about 45 mins. During the conference be prepared to talk about your current financial situation including: retirement goals, financial experiences, risk appetite, and any family and estate goals.
STEP 3. STRATEGY MEETING
STEP 3. STRATEGY MEETING
Within two weeks of your initial consultation, your executive advisor will schedule a strategy meeting. You will explore concepts, and ideas to consider for your financial plan. The expected result of this step will be analysis of specific recommendations. The meeting duration will be approximately 60-90mins.
EXECUTIVE ADVISORS
Your Executive Advisor is a skilled listener and qualified financial planner. Your advisor works with a team of analysts and subject experts who understand the nuance of the market and its solutions. As fiduciaries, we represent you as our client and take pride in helping you achieve your goals.
To schedule a meeting, click on the button under your advisor’s name.
EXECUTIVE ADVISORS
Your Executive Advisor is a skilled listener and qualified financial planner. Your advisor works with a team of analysts and subject experts who understand the nuance of the market and its solutions. As fiduciaries, we represent you as our client and take pride in helping you achieve your goals.
To schedule a meeting, click on the button under your advisor’s name.
YOUR FINANCIAL PASSAGE
YOUR FINANCIAL PASSAGE
We all have our own destination in mind and there are many different ways to get there. You can walk, bike, boat, drive, or fly. However, our Financial FlightPlan was developed so executives could reach their ideal financial destination, on their terms.
