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.
