6 steps to a flexible financial planIn a previous blog post, we talked about creating a comprehensive financial plan where you tackle everything at once versus a modular financial plan where you address one or two aspects of your financial life at a time. Regardless of your preferred planning method, there are 6 steps:

  1. Identify and prioritize your goals
  2. Gather quantitative and qualitative data
  3. Analyze and document findings
  4. Present problems and solutions
  5. Implement strategies
  6. Monitor and adjust plan as needed

In the coming weeks, we’ll address each step to explain how the Synergy experts approach financial planning. If you’d like to more in the meantime, or have questions or concerns about your financial future, contact us today. We’ll tell you how we can help!

To your wealth,

Joseph M. Maas, CFA, CVA, ABAR, CM&AA, CFP®, ChFC, CLU®, MSFS, CCIM
President of SFM Advisors

Joe Maas