The Living Well Team - Financial Planning

Thinking to Knowing

How We Work

The financial planning process of our firm is designed to help guide our clients as they chart their course to financial independence. What this means is that we will share with you a four step approach to developing a comprehensive financial plan to include private consultations, diagnosing your position, designing tailored strategies that fit your unique intentions and delivering value through ongoing monitoring and reviews. These will help address the goals, opportunities, and risks you may face in your journey through life. The benefit to you is a customized approach that will help provide the confidence and clarity you’ll need to live your journey with greater security, and passion for the things that matter most.

Schedule a Complimentary Planning Consultation

Introduction

We will look at your emotions and finances in a 360 degree picture. We will get to know you, your intentions and what matters to you most. The focus here is to learn about your experiences and expectations, and how emotions may drive your decisions.

Discovery Meeting

Our goal is to get an understanding of your personal and financial goals, wants and needs. We will gather the necessary documents and information to ensure we have the full picture and you leave with the clarity you need to go forward. We want to help you transition from thinking about your finances to knowing about them.

Analysis

Based on our discovery meeting, we will create a picture of where you want to be in the future. Throughout this process we will focus on simplicity and on making decisions through an intentions-based lens.

Developing a Strategy

Here we will review the key objectives and priorities of your plan, taking into account your net worth and cash flow. Our team, along with participation from your legal and tax advisors, will craft a strategy that has your best interests at heart. We work together to progress toward the goals we've identified and model scenarios to compare against your base financial plan.

Implementation of the final Plan

We will present you with your final plan and provide you with an executive summary. Our focus is on ensuring you are informed about and comfortable with the plan and the next steps toward making it a reality.

Monitoring & Updating the Plan

Once the plan is in place, our team will remain actively engaged in your financial strategy and recommend adjustments and modifications as your life needs evolve and change. It is our goal to deliver an ongoing relationship and trust with you.

Our financial analysis and recommendations are not intended to replace the need for independent tax, accounting or legal review. Individuals are advised to seek the counsel of such licensed professionals. Centinel Financial Group, LLC, RAA, nor any of its affiliated companies provide specific tax or legal advice.