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Goal Tracking

Financial planning is not a one-time event that starts with the numbers and ends with investments and pie charts. At Wealth Planning Group we view financial planning as the comprehensive, continuous process of managing all areas of your financial life. And we are committed to your long-term success. By working with you to develop and execute suitable strategies tailored to your personal situation, you can be confident of having a sound investment plan, one designed to move you towards your goals.

Before we get down to crunching numbers, we’ll talk about the things that are most important to you — family, community, personal activities and your personal values. We’ll ask a lot of questions about what you are really thinking, feeling, worried about; your experiences with money; and what you’ve accomplished so far. Together we’ll figure out where you are now and where you want to be in the future. This helps establish your baseline so we can then track them with you, over time, to assure that we are moving towards meeting your objectives.

We believe there is no “one-size-fits-all” solution. Your unique circumstances and personal goals dictate the method of investing, as well as the types of vehicles chosen to help pursue them. We have the flexibility to offer you the strategies best suited to pursue your financial objectives. Investments you already own can be combined with those selected by your advisor to complete your customized portfolio and help pursue the success of your long-term plan.

Each portfolio is individually designed to pursue an optimal blend of investments tailored to your personal goals, time horizon and risk profile. The process encompasses setting investment objectives, establishing weightings for various asset classes, choosing specific investments and making adjustments as circumstances dictate.

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