At Summit Financial, we believe there is so much more potential to have success with your finances when a comprehensive plan is in place. When we meet with you-we prioritize gaining a thorough understanding of all areas of their life. Only by having this in-depth knowledge of our clients can a comprehensive financial plan be successful and avoid unwanted implications.
Our financial planning process begins with getting to you. Once we have a clear picture of your goals, obligations, and concerns, then we create a road map that addresses five key areas of planning: tax, insurance, distribution strategies, portfolio management, and estate planning. Every plan is customized to meet our client’s specific needs.
Just as our lives continue to evolve and grow, so do financial plans. We help monitor your performance and recommend adjustments as life evolves, markets move, tax laws shift and priorities change.
Providing clarity on decisions you make is.
Schedule your 15 minute phone call where we each get to know each other and determine whether we are a good fit to work together. We will get a big picture idea of what your objectives and needs are. If we both agree it's a match, we will send you a fillable document to better prepare us for our next get together. This tool will paint a brief picture of your family's entire financial story.
This 90 minute virtual meeting helps us both to uncover what your aspirations are. We will review key financial information that will help to design the best fit solution for you.
We work behind the scenes with best in the industry technology. Our planning team will help you gather your investment statements, policies, tax returns, and budget assessments. From there, we begin to build and design the most suitable solution for your goals and obligations.
Fundamentally the journey we’re starting seeks to answer 3 questions’:
During this 60 minute meeting, we deliver the recommended plan to you. We will begin with reviewing your current course of action should you make no changes. From there we will review each of our recommendations, explain rationale, and go over any questions you have.
In plain English, we will explain exactly what you need to do to reach your financial goals.
Whether you decide to execute the plan on your own, or with our aid is up to you. Either way, we will make sure you know what steps to take to embark on your new financial plan journey.
If we all agree to move forward and implement the action steps from your plan we will start transitioning assets, let you know when you can expect the changes to be complete, and show you how to access your new accounts and your client portal.
If you decide that we aren’t a good fit to work together any further than the plan creation , we will not take it personally. That’s ok! We will wish you the best and will be available to serve as a resource in the future.
We understand that life is constantly changing. Which that in mind- it's easy to understand that financial plans can shift as well. Depending on the complexity of your plan, and your preferences, we will meet on a regular basis to review and make adjustments as necessary.