Getting a complete picture of who you are and what you are striving to accomplish is essential to developing an effective plan. That’s why we start our process with a no-cost information-gathering meeting where we learn about your life, your family, your business, your employees, your goals, and all the financial strategies and programs you are currently using. We try to understand as much as possible about you and your business so that we can be truly effective advisors and advocates.
Once we’ve gathered all your information, we start creating your plan. This comprehensive document analyzes your current financial situation while making recommendations for implementing new and better strategies in pursuing your goals.
A typical family plan may include:
A typical business plan may include:
At Professional Planning Associates, our team does more than just create your plan—we help implement it. Whether it’s a new health plan you’re introducing at work, an updated retirement plan, or a new personal investment strategy, we’ll meet with the appropriate people and take the necessary steps to put your plan into action. This includes establishing a time frame for goals to be met, meeting with attorneys and accountants, preparing any necessary documentation, and educating you and your employees about the changes we’ve made.
The Professional Planning Associates team monitors your progress through quarterly investment reviews and annual assessments. We’re also available to re-evaluate your plan at any time if anything should change, such as:
In the event that problems arise or changes occur, you can count on us to respond quickly to your needs, and craft a plan that better addresses your current situation and goals.
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