Planning Strategies
A Lasting Relationship and an Approach that Reflects Your Values
When we initially meet with our clients, many of them do not believe they have enough money or investments to create a planning strategy. Another common conversation is that clients are considering only one objective such as saving for education or retirement.
However, a solid financial plan is a cornerstone to all other financial endeavors. A well-grounded and effective plan goes beyond the realm of saving, budgeting, and investing. It also considers other elements of your financial picture, including insurance planning, tax planning, retirement planning, estate planning, and much more.
By understanding the role of planning in meeting your short, intermediate, and long-term financial aspirations, you'll be better equipped to control your financial future. At Equity Wealth Solutions we are ready to assist you with this process.
Our Approach to Planning Strategies
- Discovering You: Our process begins with a consultative discovery meeting designed to learn more about you and your goals. This is also an opportunity for you to learn more about what we do and see if we’re a good fit for your needs.
- Strategy Planning: Once we learn who you are, we'll start developing your personalized plan. Through our strategy-building process, we’ll create a set of personalized plans – for the short, intermediate, and long-term – that aim to fulfill your overall financial strategy. We use a consultative and iterative approach, so each session brings us closer to the financial objectives we set together.
- Implementation: Whether it’s making the right investment decisions, choosing most appropriate insurance plan for you and your family, saving to reach your retirement goals, or implementing an estate planning strategy to preserve your legacy; our financial professionals will be right there by your side as you take each step. Through foresight, encouragement, and professionalism, we’ll help you ensure each step of your plan is implemented.
- Review and Support: We’ll praise you at every successful implementation of your plan, and help you stay on track to meet your objectives. Through plan reviews, we’ll consult with you and make modifications to your strategies and plans as needed.
