Financial Planning
You Have Goals.
We Can Help You Reach Them.
Every individual or family has different goals, needs, and challenges; we’re here to help you meet these challenges & your financial planning needs. We believe that personal financial planning is the most effective way to manage your wealth and achieve your goals.
Working together, we will develop a plan of action to help bring your dream and goals into focus. Developing a solid financial plan is critical to your financial success. From examining your current financial situation to setting goals. And then deciding how to measure your financial progress, we’ll tailor a financial plan that details the steps to take moving forward.
Path To Financial Success
The plan becomes the most important tool in crafting a strategy to help you and your family achieve your long-term goals.
Therefore, it is recommended that every individual or family that intends to work with us go through the financial planning process. The financial plan is included in our services covered by the assets-under- management fee.
We believe financial plans are living, breathing documents. We review each financial plan on a yearly basis to reflect changes in current lifestyle as well as changes in family goals. In addition, we facilitate family meetings to ensure that multiple generations are involved in the planning process.
We believe multi-generational planning is an absolute necessity to ensure not just the successful transfer of assets, but also the crucial transfer of values through generations.
IDENTIFY
We’ll discuss your concerns, targets, needs, as well as long-term aspirations you would like to accomplish during your lifetime. We will review the findings & will explain to you the rationale behind them.
ANALYZE
We’ll take all aspects of your financial life into account and determine where you need to take action. The analysis may cover your assets, liabilities, cash flow, insurance coverage, investments & tax strategies.
PLAN
We’ll discuss how to implement your financial plan. We will determine the product and services that are right for you.
TRACK
We’ll monitor your progress and make changes as necessary to help keep your financial plan on track, and adapt to life’s inevitable changes.
It’s never too early or too late to create a path and identify your financial goals.
By developing good financial habits such as saving, budgeting,
investing, and doing ongoing financial planning,
you will be better prepared to handle emergencies and life changes.
– The Atkinson Alvarez Team
MoneyGuidePro®
We utilize MoneyGuidePro®, one of the most advanced Financial Planning platform’s available to develop detailed comprehensive financial plans for our clients.
MoneyGuidePro® is a web-based Financial Planning & Retirement Software designed for Financial Planners with clients in mind.
MoneyGuidePro has been named the number one Financial Planning Software – eleven years in a row.
Financial peace isn’t the acquisition of stuff. It’s learning to live
on less than you make so you can give money back and
have money to invest. You can’t win until you do this.
– Dave Ramsey
Areas Where We Have Helped Families In The Past
