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Financial Planning

Creating a financial plan is the most important step in your financial well-being. It allows you to see your current situation, set your goals, and achieve them.

At Assante Wealth Management, we believe financial planning is more than just investment advice. It is a long-term commitment to your financial success. It is the process of determining your goals and achieving them.

We do this by getting to know you and what is important to you, and by helping you determine where you are and where you want to go. This is a three-step process that we will go through together.

  1. Current Financial Position
    • Discover your current financial situation.
    • Determine how much you can save.
    • Confirm your risk tolerance.
  2. Goals and Future Plans
    • Saving for children's education.
    • Buying a house.
    • Paying off debt.
    • Saving for retirement.
    • Leaving an inheritance.
    • Making your assets last through retirement.
  3. Putting Together a Plan
    • How much you will need to save to meet your goals.
    • How long you need to save for.
    • What to do when things change.
    • What investments will get you there.
    • Continual monitoring and adjusting.

If you would like to put a plan in action, or just want to get your finances in order, please contact Mike or Greg for a free consultation at (250) 753-7777.