{"id":5960,"date":"2018-06-28T06:02:13","date_gmt":"2018-06-28T14:02:13","guid":{"rendered":"https:\/\/altavistaplanning.com\/?page_id=5960"},"modified":"2018-06-28T06:02:13","modified_gmt":"2018-06-28T14:02:13","slug":"financial-planning-process","status":"publish","type":"page","link":"https:\/\/altavistaplanning.com\/financial-planning-process\/","title":{"rendered":"Financial Planning Process"},"content":{"rendered":"<div>\n<div class=\"juiced\">\n<div class=\"ory-row\" style=\"box-sizing: border-box; display: -webkit-box; display: -ms-flexbox; display: flex; -webkit-box-flex: 0; -ms-flex: 0 1 auto; flex: 0 1 auto; -webkit-box-orient: horizontal; -webkit-box-direction: normal; -ms-flex-direction: row; flex-direction: row; -ms-flex-wrap: wrap; flex-wrap: wrap; margin-right: -8px; margin-right: -0.5rem; margin-right: 0px; margin-right: 0rem; margin-left: -8px; margin-left: -0.5rem; margin-left: 0px; margin-left: 0rem; position: relative;\">\n<div class=\"ory-cell ory-cell-sm-12\" style=\"position: relative; box-sizing: border-box; -webkit-box-flex: 0; -ms-flex: 0 0 auto; flex: 0 0 auto; padding-right: 0.5rem; padding-right: 0rem; padding-left: 0.5rem; padding-left: 0rem; -ms-flex-preferred-size: 100%; flex-basis: 100%; width: 100%; min-width: 100%;\">\n<div class=\"ory-row ory-cell-inner\" style=\"box-sizing: border-box; display: -webkit-box; display: -ms-flexbox; display: flex; -webkit-box-flex: 0; -ms-flex: 0 1 auto; flex: 0 1 auto; -webkit-box-orient: horizontal; -webkit-box-direction: normal; -ms-flex-direction: row; flex-direction: row; -ms-flex-wrap: wrap; flex-wrap: wrap; margin-right: -8px; margin-right: -0.5rem; margin-right: 0px; margin-right: 0rem; margin-left: -8px; margin-left: -0.5rem; margin-left: 0px; margin-left: 0rem; position: relative;\">\n<div class=\"ory-cell ory-cell-sm-12\" style=\"position: relative; box-sizing: border-box; -webkit-box-flex: 0; -ms-flex: 0 0 auto; flex: 0 0 auto; padding-right: 0.5rem; padding-right: 0rem; padding-left: 0.5rem; padding-left: 0rem; -ms-flex-preferred-size: 100%; flex-basis: 100%; width: 100%; min-width: 100%;\">\n<div class=\"ory-cell-inner ory-cell-leaf\">\n<div>\n<h1>What&#8217;s  a Financial Plan?<\/h1>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"ory-row ory-cell-inner\" style=\"box-sizing: border-box; display: -webkit-box; display: -ms-flexbox; display: flex; -webkit-box-flex: 0; -ms-flex: 0 1 auto; flex: 0 1 auto; -webkit-box-orient: horizontal; -webkit-box-direction: normal; -ms-flex-direction: row; flex-direction: row; -ms-flex-wrap: wrap; flex-wrap: wrap; margin-right: -8px; margin-right: -0.5rem; margin-right: 0px; margin-right: 0rem; margin-left: -8px; margin-left: -0.5rem; margin-left: 0px; margin-left: 0rem; position: relative;\">\n<div class=\"ory-cell ory-cell-sm-12\" style=\"position: relative; box-sizing: border-box; -webkit-box-flex: 0; -ms-flex: 0 0 auto; flex: 0 0 auto; padding-right: 0.5rem; padding-right: 0rem; padding-left: 0.5rem; padding-left: 0rem; -ms-flex-preferred-size: 100%; flex-basis: 100%; width: 100%; min-width: 100%;\">\n<div class=\"ory-cell-inner ory-cell-leaf\">\n<div style=\"position: relative; height: 0px; padding-bottom: 65.25%;\">\n<div style=\"position: absolute; width: 100%; height: 100%;\">\n<div style=\"width: 100%; height: 100%; display: block;\"><iframe loading=\"lazy\" frameborder=\"0\" allowfullscreen=\"1\" allow=\"autoplay; encrypted-media\" title=\"YouTube video player\" width=\"100%\" height=\"100%\" src=\"https:\/\/www.youtube.com\/embed\/uXu9jeabf2w?autoplay=0&amp;playsinline=false&amp;showinfo=0&amp;rel=0&amp;iv_load_policy=3&amp;controls=0&amp;start=0&amp;origin=http%3A%2F%2Fwww.appsforadvisors.com&amp;enablejsapi=1&amp;widgetid=3\" id=\"widget4\"><\/iframe><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"ory-row ory-cell-inner\" style=\"box-sizing: border-box; display: -webkit-box; display: -ms-flexbox; display: flex; -webkit-box-flex: 0; -ms-flex: 0 1 auto; flex: 0 1 auto; -webkit-box-orient: horizontal; -webkit-box-direction: normal; -ms-flex-direction: row; flex-direction: row; -ms-flex-wrap: wrap; flex-wrap: wrap; margin-right: -8px; margin-right: -0.5rem; margin-right: 0px; margin-right: 0rem; margin-left: -8px; margin-left: -0.5rem; margin-left: 0px; margin-left: 0rem; position: relative;\">\n<div class=\"ory-cell ory-cell-sm-12\" style=\"position: relative; box-sizing: border-box; -webkit-box-flex: 0; -ms-flex: 0 0 auto; flex: 0 0 auto; padding-right: 0.5rem; padding-right: 0rem; padding-left: 0.5rem; padding-left: 0rem; -ms-flex-preferred-size: 100%; flex-basis: 100%; width: 100%; min-width: 100%;\">\n<div class=\"ory-cell-inner ory-cell-leaf\">\n<div>\n<p>A financial plan looks at where you are today and  where you want to go.  It determines your short, medium and long term financial goals and how you can reach them.<\/p>\n<\/p>\n<h3>Why do you need a Financial Plan? <\/h3>\n<ul style=\"margin: auto 1em; list-style-type: disc;\">\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 1em;\">\n<p>Worry less about money and gain control. <\/p>\n<\/li>\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 1em;\">\n<p>Organize your finances. <\/p>\n<\/li>\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 1em;\">\n<p>Prioritize your goals. <\/p>\n<\/li>\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 1em;\">\n<p>Focus on the big picture. <\/p>\n<\/li>\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 1em;\">\n<p>Save money to reach your goals.<\/p>\n<\/li>\n<\/ul>\n<h3>What does a Financial Plan include? <\/h3>\n<p>There are 2 main sides your financial plan should address: Accumulation and Protection<\/p>\n<p>Accumulation: <\/p>\n<ul style=\"margin: auto 1em; list-style-type: disc;\">\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 1em;\">\n<p>Cash Management &#8211; Savings and Debt<\/p>\n<\/li>\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 1em;\">\n<p>Tax Planning<\/p>\n<\/li>\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 1em;\">\n<p>Investments<\/p>\n<\/li>\n<\/ul>\n<p>Protection: <\/p>\n<ul style=\"margin: auto 1em; list-style-type: disc;\">\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 1em;\">\n<p>Insurance Planning<\/p>\n<\/li>\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 1em;\">\n<p>Health Insurance<\/p>\n<\/li>\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 1em;\">\n<p>Estate Planning<\/p>\n<\/li>\n<\/ul>\n<h3>What&#8217;s the Financial Planning Process? <\/h3>\n<ul style=\"margin: auto 1em; list-style-type: disc;\">\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 1em;\">\n<p>Establish and define the financial planner-client relationship.<\/p>\n<\/li>\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 1em;\">\n<p>Gather information about current financial situation and goals including lifestyle goals. <\/p>\n<\/li>\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 1em;\">\n<p>Analyze and evaluate current financial status. <\/p>\n<\/li>\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 1em;\">\n<p>Develop and present strategies and solutions to achieve goals. <\/p>\n<\/li>\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 1em;\">\n<p>Implement recommendations. <\/p>\n<\/li>\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 1em;\">\n<p>Monitor and review recommendations. Adjust if necessary. <\/p>\n<\/li>\n<\/ul>\n<h3>Next steps&#8230;<\/h3>\n<ul style=\"margin: auto 1em; list-style-type: disc;\">\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 1em;\">\n<p>Talk to us about helping you get your finances in order so you can achieve your lifestyle and financial goals. <\/p>\n<\/li>\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 1em;\">\n<p>Feel confident in knowing you have a plan to get to your goals. <\/p>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"ory-row ory-cell-inner\" style=\"box-sizing: border-box; display: -webkit-box; display: -ms-flexbox; display: flex; -webkit-box-flex: 0; -ms-flex: 0 1 auto; flex: 0 1 auto; -webkit-box-orient: horizontal; -webkit-box-direction: normal; -ms-flex-direction: row; flex-direction: row; -ms-flex-wrap: wrap; flex-wrap: wrap; margin-right: -8px; margin-right: -0.5rem; margin-right: 0px; margin-right: 0rem; margin-left: -8px; margin-left: -0.5rem; margin-left: 0px; margin-left: 0rem; position: relative;\">\n<div class=\"ory-cell ory-cell-sm-12\" style=\"position: relative; box-sizing: border-box; -webkit-box-flex: 0; -ms-flex: 0 0 auto; flex: 0 0 auto; padding-right: 0.5rem; padding-right: 0rem; padding-left: 0.5rem; padding-left: 0rem; -ms-flex-preferred-size: 100%; flex-basis: 100%; width: 100%; min-width: 100%;\">\n<div class=\"ory-cell-inner ory-cell-leaf\"><a class=\"waves-effect waves-light btn\" href=\"\/contact\" style=\"text-decoration: none; color: #fff; background-color: #26A69A; text-align: center; letter-spacing: 0.5px; font-size: 1rem; outline: 0; border: none; border-radius: 2px; height: 36px; line-height: 36px; padding: 0 2rem; text-transform: uppercase; box-shadow: 0 2px 2px 0 rgba(0,0,0,0.14), 0 1px 5px 0 rgba(0,0,0,0.12), 0 3px 1px -2px rgba(0,0,0,0.2); position: relative; cursor: pointer; display: inline-block; overflow: hidden; user-select: none; -webkit-tap-highlight-color: transparent; vertical-align: middle; z-index: 1; transition: 0.3s ease-out;\">Contact<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>What&#8217;s a Financial Plan? A financial plan looks at where you are today and where you want to go. It determines your short, medium and long term financial goals and how you can reach them. Why do you need a Financial Plan? Worry less about money and gain control. Organize your finances. Prioritize your goals. [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Financial Planning Process - Alta Vista Planning Partners Inc.<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/altavistaplanning.com\/financial-planning-process\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Financial Planning Process - Alta Vista Planning Partners Inc.\" \/>\n<meta property=\"og:description\" content=\"What&#8217;s a Financial Plan? A financial plan looks at where you are today and where you want to go. 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