Whether it's owning your own home, funding your children's education, or creating a stress-free retirement,
A financial plan is considered vital to working towards your goals.
A well-grounded and effective plan goes beyond the realm of saving, budgeting, and investing. It also considers other elements of your financial picture, including insurance planning, tax planning, retirement planning, estate planning, and much more.
By understanding the role of financial planning in meeting your short-, intermediate-, and long-term financial aspirations, you'll be better equipped to control your financial future.
Not knowing your options can seriously harm your financial health.
Real financial planning deals not only with your money matters
but also with your values and all other things that are going on in your life.
At Frontier Wealth Strategies, our specialists help you stay focused on your goals and not the markets.
Our Approach to Financial Planning
Discovering You
Our process begins with a consultative discovery meeting designed to learn more about you, your values, and your goals.
This is also an opportunity for you to learn more about what we do and see if we're a good fit for your needs.
We want to assist you in living an inspired and purposeful life so you can make a great and fantastic life.
Strategy Planning
Once we learn who you are, we'll start developing your personalized plan.
Through our strategy-building process, we’ll create a set of personalized plans – for the short, intermediate, and long-term – that aim to fulfill your overall financial strategy.
We use a consultative and iterative approach, so each session brings us closer to the financial objectives we set together.
Implementation
Whether it’s making the right investment decisions, choosing the right insurance plan for you and your family, saving to reach your retirement goals, or creating an estate plan that preserves your legacy, our financial professionals will be right there by your side as you take each step.
Through foresight, encouragement, and professionalism, we’ll make sure each step of your plan is implemented.
Review and Support
We'll laud you for every successful implementation of your financial plan and help you stay on track to meet your objectives.
We all know that life happens, and through financial plan reviews, we'll consult with you and make modifications to your strategies and plans as needed.
Would you like to know more?
Book an initial consultation with Michael.
To create your personalized financial plan.