Continuum Planning Partners
Our clients hire us because they are looking for a trusted financial professional who can help navigate their financial questions comprehensively. No financial decision is independent of one another; each have ripple effects that impact others. No business owner works without a business model and business plan, however they often put their personal financial goals and organization on the bottom of the list.
Our clients are busy, like everyone, and many times have uncoordinated pieces in their complex financial portfolio - tending to build their financial lives in silos. In fact, many people have not taken the time to set financial goals, write them down, or have a way to track their progress towards their goals.
However, what our clients learn through our process is there is an incredible feeling of confidence in having a plan and building towards it. Our job is to not only determine what you need to do to help reach your goals, but to also break your plan into manageable pieces to help make progress towards your financial goals without overwhelming you. We then work alongside you to help ensure the plan is acted upon so you are clear on reaching your short and long term goals. Continuum Planning Partners offers individualized planning to help improve our client’s complex financial situations, and specialize in coordinating with your existing team of professionals to identify gaps and opportunities in those financial silos–so everything is pointed towards what you want to accomplish.
Many people have avoided financial planning because they feel that they will either be sold a financial product they don’t need, or they would like advice in an area not covered by investments or insurance. By working on a consulting fee basis with our clients, we can offer objective advice and help our clients truly get where they want to go.
Our process to do this is:
Discovery -Understand your full financial situation and develop your financial goals.
Fact Review – Confirm we are on the same page with your assets, liabilities and goals…then take an initial look at some of the top priorities to identify how to move forward.
Recommendations – Review the steps to help reach your short and long-term goals.
Implementation– Create a prioritized checklist to allow you to work through the recommendations in a manageable fashion
Ongoing Reviews and Advice – Develop a tracking system for your goals and update that as you progress towards them, or your financial situation changes
Continuum Planning Partners Forum Topics:
* Creating an intentional net worth – change your net worth from a financial “junk drawer” to actively progressing towards your goals
* Shifts to take advantage of a high inflation environment
* Using trusts and corporate structures to protect your assets
For more information or to schedule a Forum visit, please contact: