Comprehensive Financial Planning

 

Want to get your total financial life in order? Consider a Comprehensive Financial Plan!

 

We'll start with a free, no-obligation conversation to get to know each other, talk about your goals, and see if we're a good fit. 

 

We'll gather information about your current situation and refine your goals, sign an agreement, then Clinton Burch Financial Planning will produce and present a complete, personalized, and actionable financial plan.

 

A Comprehensive Financial Plan includes:

 

  • a statement of personalized goals
  • a cash flow analysis 
  • a statement of net worth
  • a retirement planning analysis
  • an investment analysis
  • an estate planning analysis
  • a taxation analysis
  • a risk analysis 
  • clear and actionable recommendations for achieving your goals and managing risk

 

After we've discussed the plan, we'll offer to help you implement some or all aspects. If you're comfortable making the changes yourself, our business will be concluded until you solicit our services again. If you'd like help implementing the plan, we'll work side-by-side and get it done!

 

And, of course, you are free to ignore our advice if you find it unsuitable. We never have custody of our clients' funds, ever.

OUR SERVICES

Specific Financial Planning

 

Is there a particular area of your financial life that you need to get sorted out? A Specific Financial Plan is right for you!

 

A Specific Financial Plan focuses on one area, and provides analysis and recommendations to help you meet your goals.

 

Common areas for Specific Financial Plans include:

 

  • Retirement
  • Investments
  • Saving for College/Big Expenses
  • Cash Flow Analysis (getting the most out of every dollar)
  • Debt Analysis
  • Insurance Needs

 

The process is very similar to our Comprehensive Financial Planning service describe above. 

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"As-needed" Planning/Work Sessions 

 

Our most popular service, "As-needed" Planning/Work Sessions can take many forms and involve many kinds of tasks. We typically work side-by-side with our clients during these sessions on whatever financial concerns they have. Clients often already have a goal in mind when initiating a work session, and we work with them to accomplish the goal. 

 

Examples include:

 

  • Completing rollovers when you change jobs
  • Choosing investments for a college savings plan or retirement account
  • Opening and closing accounts online
  • Helping with forms and making tedious phone calls
  • Drafting a strategy to pay off debt strategically
  • Determining an appropriate amount of life insurance coverage
  • Nearly anything else related to your finances!

 

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Contact us to schedule a free, no-obligation meeting to discuss your goals!

 

 

812.381.5881

 

contact@clintonburch.com