The first, and most important, step in creating a Financial Plan is establishing a clear understanding of where you are now, where you want to be, and what your biggest concerns are.
You tell us your wants, needs, and aspirations, and we will help lay down a track that is free from unrealistic expectations, yet layered in attainable goals that help take you from your starting point to beyond retirement. When life takes twists and turns, your financial plan is designed with the flexibility necessary to meet those changes.
Financial planning is all about building a long-term relationship with an advisor who understands your objectives and creates a pathway to your dreams. Maven Lane Financial Group has individualized solutions to guide you toward financial freedom.
Budget
The process of examining income and expenses is an important first step to managing your money. Budgeting helps you see how you spend your monthly and yearly income and where you might be able to cut back or save more. This is why completing a budget is among the first steps - to download our budget worksheet, click below.
Planning Homework
In order to create your Financial Plan, we need to gather as much information on your current financial situation as we can.
You will be provided with a "Documents Needed" homework sheet (click below to download); as you work through this process, we begin our analysis.
Review & Finalize
We will likely come back to you with a few clarifying questions as we create your plan and prepare for the Financial Plan presentation.
Afterward, the plan will be monitored and adjusted as needed. We will mail you a hard copy of the finalized plan to celebrate your new path toward financial success!
