Financial Planning
The purpose of Financial Planning is to examine and coordinate all of your financial affairs in order to create the greatest probability of achieving your goals with the least risk of failure possible. At Western Mountain Financial Services, the process begins with an initial interview when we listen to your objectives and concerns. This allows you an opportunity to determine if we will be a good, long term resource for your family.
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Next, specific data is gathered on your current financial circumstances and a follow up meeting is held to review your strengths and weaknesses. Once an acceptable course of action has been agreed upon, a detailed plan is prepared showing specific actions to be taken at appropriate times. Responsible parties are also identified to accomplish each task. Implementation can take several weeks or sometimes many months depending upon the complexity of one's affairs and appropriate timing. Once in place, the plan should be reviewed annually to determine if any significant changes have occurred either with your circumstances or the market place |
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