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Financial Planning


A financial plan functions as your Personal Roadmap and Compass. It is a comprehensive evaluation of your current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans.

Change is a given and like a compass your financial plan will adjust based on what takes place in the future over the course of your lifetime to guide you in the right direction.

Your Next Step

The task of creating a financial plan can appear daunting, but once accomplished brings clarity and creates a path towards success. An experienced and trusted advisor can assist you in the process by offering prudent financial advice and guidance. But what should you expect from LifePath Wealth Management and how should you begin to prepare for your future?

No-Fee Consultation

It begins with an initial appointment, face-to-face, to discuss your past experiences, present situation and your future goals with Mike. From this meeting, we establish your financial profile, your objectives, and once agreed upon enter into a financial planning engagement.

Plan Development

After gathering the necessary information and documentation , Mike utilizes some of the industry's most advanced financial planning resources to develop an in-depth detailed plan tailored to your unique situation and circumstances. The plan is reviewed and tested for a variety of varying future outcomes.

Plan Presentation

Once completed, a second meeting is held, during which your personal financial plan will be presented, discussed, and questions answered.

Implementation

The choice is yours to move forward and embrace your financial future. You can use your plan as an opportunity to gain some knowledge and execute it on your own or you can consider becoming a client of LifePath Wealth Management as your financial accountability coach at your side to offer guidance and monitor your progress.  


A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.