What is Financial Planning?

Planning is the process of setting out a path toward the achievement of a defined goal.  Your goal may be to own a home, save for your children’s education, or to buy a sailboat and travel around the world. Whatever your goal may be, having a plan can help you achieve it faster and more efficiently.  Money can’t buy happiness, but it is the best tool available for goal achievement. Every action we take, or often more importantly don’t take, can affect our financial life and therefore the achievement of our goals.

Financial Planning Encompasses

Everything with a number or a dollar sign

Employee Benefits
Student Loans
Cash Flow Planning
Education Funding Strategies
Retirement Planning
Debt Reduction
Long-Term Tax Planning
International Assignment Planning
Credit Card Selection
Insurance Planning
Portfolio Analysis
Investment Selection
Rent | Buy Decisions
Social Security Planning
Expat Life Planning
Identity Theft Protection
Currency Selection
Estate Planning
Stock Options | RSU Analysis
Relocation Country Analysis

The Remote FP Process

01
WHERE DO YOU WANT TO GO?

The Remote FP financial planning process begins with a discussion of what is most important to you.  This can be anything! To visit every state in the country, to retire at 30, or quite your job and start your own company.  Remote FP helps people define their goals and start on the path towards focused achievement. 

02
WHERE ARE YOU NOW?

The second step in building a thorough financial plan,  is a comprehensive review of your current position.  We will review your employment benefits, retirement accounts, spending trends, insurance coverage, investment accounts, credit cards selection, tax returns and all other aspects of your financial life.

03
HOW ARE WE GOING TO GET THERE

In the third step of the Remote FP process you will receive a detailed set of prioritized action items to help move from “Where Are You Now?” to “Where Do You Want to Go?”.  We will discuss your personalized financial  plan, weight the alternatives and start achieving your financial goals together!

04
HOW IS IT GOING?

No financial plan is ever complete, it is a living and breathing document.  Things change! You may get an unexpected promotion, decide you want a dog, change states, or sift your priorities. Remote FP reviews your financial plan with you periodically to insure that changes are incorporated and you’re staying focused on what its most important to you. 

Ready to Get Started? 

Let's Talk About How I can Help

 

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