The Holistic Planning Process

Holistic Planning in Your Best Interest

We build your custom Holistic Plan by going through 4 key stages:

1

Discover

Where You Are Now

  • About You
  • Your Goals & Objectives
  • Your Current Finances & Taxes
  • Your Priorities
  • Our Services
  • The Process
2

Design

Where You Want to Go

  • Organizing Your Financial Life
  • Understanding Your Net Worth
  • Assessing Your Cash Flow
  • Tax Return Review
  • Analyzing your Risk
  • Developing Your Plan
3

Deliver

Your Holistic Plan

  • Finalize Your Customized Bucket Plan
  • Align Investments with Your Market Volatility Tolerance
  • Optimize Your Cash Flow
  • Provide Solutions
  • Transition Plan & Implementation
4

Dedicated

Service and Support

  • Active Plan Management
  • Ongoing Advice
  • Tax & Wealth Management
  • Proactive Communication & Education
  • Plan Update Meetings

What is the The Bucket Plan®?

THE BUCKET PLAN® and BUCKET PLAN CERTIFIED® are registered trademarks of Clarity 2 Prosperity, LLC, and are used with permission.