My 360° Process
I specialize in working with legal and healthcare professionals. Take a look below at my 360º process to see how I can bring value in how you see your financial circumstances. The 360 Degree Snapshot is comprised of these six essential components. During the process of constructing a financial plan, each different component must be properly addressed. My goal is to ensure that every client takes full advantage of all their financial planning opportunities.
Financial Priorities
Improving my clients financial IQ is my number one priority. In order to build a successful plan, it is imperative for my team to take the time necessary to learn who our clients are and what is important to them. It is also essential for us to stay abreast of the many changes in the financial world so as to be totally prepared to assist our clients in achieving their goals.
Get Advice from JackieCash Flow Management
Cash flow is the first area of every financial plan that needs to be carefully examined. Maintaining a positive cash flow is the key to creating a Financial Fortress to build on when striving to meet your financial goals.
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Risk Management
Once cash flow is being properly managed, protecting yourself is the next step in a financial plan. My team and I will look at ensuring that you are secure regardless of any unforeseen events occurring in your life.
Get Advice from JackieTax Planning
The next step towards financial independence is making sure that you are not paying more than your fair share of taxes. This can be determined through an analysis of income sources and all available opportunities.
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Investment & Retirement Planning
After having created a solid foundation for your financial well-being, the next step is investment and retirement planning. Through asset allocation and risk tolerance models, my team and I will assist you in reaching your short and long-term investment and retirement goals.
Get Advice from JackieEstate Planning
The last area to address in your financial plan is the Estate Plan. Here we ensure that your Will and Powers of Attorney are current. We also assess whether or not your assets will flow tax effectively to the beneficiaries of your estate. It is important to note that you are never too young to do Estate Planning with Jackie Porter and her team.
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