Our goal was to take the message of Holistic Planning across the USA – bringing increased confidence to Americans as they create a fun and vital retirement.
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.