Financial Planning Process

Tim Hayes AIF®, CRPS®, AWMA®, CFS®, APMA®

Your Financial Planning starts with gathering your financial information into one place, to generate thoughts, questions, and opinions about your personal financial goals and situation.

1
Financial Planning Process

You gather your data financial questionnaire, tax forms, brokerage statements, retirement accounts statements, mutual fund and annuity statements, insurance policies 

2
Financial Planning Process

You establish goalscollege funding, comfortable retirement, income needs, second home, travel

3
Financial Planning Process

I analyze informationmutual fund and ETF due-diligence, retirement planning, asset allocation and risk tolerance analysis

4
Financial Planning Process

Make recommendationsproduct solutions: stocks, bonds, mutual funds, ETFs, annuities, life insurance plans, tax reduction strategies

5
Financial Planning Process

I monitor and updateannual reviews, twice a year email updates, monthly brokerage statements, cirstatements online reporting of your accounts

Read more: Paying for financial planning services: Fee-only, hourly rate, or commission

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