Planning Process
PLANNING YOUR SUCCESS
Did you ever notice that with no deadlines things seem to never get done, or that when there are no plans at all things seem to rarely work as you had hoped? Edmond Financial Group will help you get things done and make sure your financial situation turns out as planned. We will provide the proper navigation and expertise to help ensure you stay the course, and reap the long-term benefits of arriving at your planned destination. The way we see it should be the same way you see it. That is, exactly how you and your EFG advisor planned it.
Financial Planning Benefits
Whether you are just beginning, or you are a seasoned pro, we can work with you to develop the sound financial plans and custom-designed insurance solutions you need to help you reach your current and future financial goals.
Financial planning provides the road map to help you get where you want to go. Planning helps address all the important issues in your life. By viewing each financial decision as part of your whole plan, you can consider various options and their financial impact on your total financial plan. Our software programs do just that. They allow us to professionally and expertly assess your current situation and provide a plan that best meets your needs now, and in the future.
How Does it Work?
Financial planning is the process of meeting your financial goals and desires through the proper management of your cash flow and assets. Goals include many things for many people. Some examples include buying a home, planning for retirement, or saving for a major purchase.
- The financial planning process consists of five basic steps:
- Discuss general considerations
- Gather all the appropriate information
- Set up a plan of action and design financial plan solutions
- Review initial plan and its consistency, and complete the financial plan
- Initiate Plan of Action
With the assistance of Edmond Financial Group you can take stock of where you are now and where you want to go in the future. We will help you develop a proper action plan designed to get you where you want to be.
The process involves gathering your relevant financial information using EFG's registered Prosperity Planning Program (PPP). The PPP will help you set goals, examining your current financial status, project into your future, and develop a strategy to reach your financial goals.
