It is easy to confuse financial planning with general savings and investment advice.
While knowing how much to save and, where to invest those savings is important, financial planning goes beyond that.
The scope of a solid financial plan includes cash flow planning, debt planning, investment planning, estate planning, tax planning, and much more.
A financial plan is essential for anyone who wishes to accomplish specific financial objectives. Whether you dream of owning your own home, funding your children’s education, or ensuring a comfortable retirement.
Our Process
Our approach to financial planning is comprehensive and individualized.
Here is what you can expect:
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Initial Consultation
Our initial consultation will tell you about our practice, and we will discuss your objectives and what you hope to gain from developing a financial plan. If it seems to be a good fit, we will begin the discovery process.
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Discovery Process
Financial planning is all about YOU! We want to understand what your needs are and what you desire to achieve. Once we know where you hope to go, your concerns and where you are now, we can plan. We will ask you about your life, family, career, financial situation, and goals for your future.
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Planning and Recommendations
Once we gather this information, we will create a comprehensive plan and make recommendations that can make your goals more attainable. Working with you we will identity short, medium, and long-term goals and recommend strategies.
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Implementation
Once the plan is in place, it is time to implement it. Whether it’s making the right investment decisions, choosing the right insurance plan, saving enough to reach your retirement goals, or creating an Estate Plan that preserves your legacy; we will be by your side every step of the way.
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Follow-Up and Monitoring
Financial planning is an ongoing process. We want to ensure that you stay on track to meet each objective. We will review your portfolio with you, measure performance and adjust for any big life changes. Our lines of communication will stay open.
Our Fees
There are no financial planning fees for those who currently have or intend to have assets under management with our firm.
Morton Financial Group is also pleased to offer our financial planning services on a fee-for-service basis.
Please note: if you implement the plan through our office, the fee will be waived. Please contact our office for more information and to book your complimentary initial appointment.
