The pursuit of financial success begins with a plan

Discovery The Financial Plan

Financial Plan - A powerful first step when you are facing change

Retirement Planning

Tax Planning

Investment Strategy


Values, Goals, and Attitudes

Gathering Financial Data

Estate Planning

Getting Organized

In this interactive phase, gain an in-depth understanding of your financial picture by gathering and reviewing all aspects of your personal situation. Financial plans can be comprehensive or modular, and can include:

  • Establishing meaningful goals – what are you planning for? Who and what is important to you at this time in your life?
  • Exploring your values and expectations to set a direction for your plan
  • The starting point – understanding where you are today - your assets, liabilities, income and expenses, and the plans you have already put in place
  • Tracking where your money goes - how you spend and save money now
  • Protecting what you own – insurance and managing risk
  • Investment strategy – determining your investment objectives, choosing the right level of risk, matching target asset allocations to reach your goals, evaluating your current investments for suitability and possible cost savings
  • Tax planning – arranging your finances with an eye on minimizing taxes in the short term and in the long term
  • Estate Planning – beneficiary designations, wills and executors, trusts, gifting, Power of Attorney, creating documents to help your estate representatives
  • Projections – giving you a glimpse into your future, preparing different scenarios to evaluate outcomes
  • Advice and recommendations – helping you find the right solutions
  • Implementation – at The MoneyPower Group, we act as your Plan Manager, helping you put your plan into action