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Daniel J. Disimile, CFP
Financial Planning Process
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The Financial Planning Process

Your plan will be as unique as you are. Each plan follows a comprehensive six step process:

  1. Set Goals: identify both short and long term goals which are the foundation of the plan.
  2. Gathering information: collection of current and historical pertinent financial data. 
  3. Analyze and evaluate: compare how your current situation relates to your goals.
  4. Provide recommendations: discuss strategies that address your financial concerns.
  5. Implementation: provide a time table to act on agreed upon recommendations.
  6. Monitor and review-


Some of the areas we may address for your financial plan are as follows:

Cash/debt management
Education Funding
Stock Option Analysis
Life and disability insurance analysis
Investment Plan Review
Retirement Planning
Estate Planning
Charitable Giving

A financial plan can be used by your advisors to show specific ways to reduce taxes, reduce portfolio risk, finance retirement, plan an estate, meet education expenses, protect the family, asset allocate, and build wealth.

 
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