The Money Cycle
We meet most of our clients between the Preservation and Distribution Phase of The Money Cycle. Our prospective client is near retirement and wants to effectively and efficiently maintain their lifestyle and learn how to grow their income in retirement. To do this Guidant Planning will create a unique and holistic financial plan for each prospective client.
A financial plan includes an overall review of your financial situation, which takes into account your goals and objectives. It also focuses on areas such as income tax planning, asset management, estate planning, risk management, educational planning and retirement. A Guidant Financial plan analyzes and recommends ways for you to address your financial objectives. Depending on your specific desires and needs, some or all of these areas will be addressed by the plan, which may be presented orally or in writing.
Specific implementation depends on the recommendations in your plan. It’s up to you to decide exactly how to proceed with the recommendations in the plan, although most clients decide to accept the recommendations included in the plan.