What to expect:


Creating a Sound Financial Plan
Financial planning is the disciplined process of wisely managing your finances so you can achieve your goals and dreams, while at the same time negotiating the financial barriers that inevitably arise during every stage of life.

Step 1 Establish Goals
Establishing a trusting relationship with a Winslow Financial Planner begins with an initial interview. We explain our financial planning services and define the areas of expertise and responsibilities. We’ll discuss how long the professional relationship will last and how to make decisions. Financial planning fees are based on an hourly rate or a flat rate.

Step 2 Gather Data
We will talk in confidence about your current financial situation and gather the necessary legal documents and financial statements.

Step 3 Analyze & Evaluate Your Financial Status
Your Winslow Financial Planner will consider all aspects of your situation to determine what you need to do to meet your goals. Depending on what services you’ve asked for, your planner may analyze your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.

Step 4 Develop a Plan
Your personalized financial plan will include a logical qualitative and quantitative approach, with financial recommendations explaining the rationale for your near-term needs, mid-term objectives and long-term goals.

Step 5 Implement the Plan
At this stage, your planner will listen to any concerns you may have, revise recommendations if necessary, and will agree on how the recommendations will be carried out. Your Winslow Financial Planner serves as your personal financial coach, coordinating the process with you and other allied professionals like attorneys, accountants, bankers, insurance brokers or portfolio managers. You always maintain control in deciding the options to carry out the recommendations. Investment management fees are separate and generally a percentage of assets under management. Commissions paid by a third party are usually a percentage of the amount invested in a financial product.

Step 6 Monitor the Plan and Make Necessary Adjustments
As you work towards your goals, we’ll check in from time to time to benchmark your progress against the financial goals you established and make any necessary adjustments to our recommendations.

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