The Process- Holistic comprehensive planning process. Developed in the 1940's by an insurance company whose niche was to work with business owners and high net worth families. This art form disappeared in the early 1980's due to corporate downsizing. We learned it from a master trainer whose mentor helped develop the process.
It involves evaluate the current situation, discuss goals and objectives, analysis how you stack up (current situations vs. objectives), discuss potential solutions and the advantages/disadvantages, implement plan (investments, insurance, attorney/CPA meetings), and white glove ongoing service. Lots of companies talk about various pieces of the process, we have implements all phases.
It involves evaluate the current situation, discuss goals and objectives, analysis how you stack up (current situations vs. objectives), discuss potential solutions and the advantages/disadvantages, implement plan (investments, insurance, attorney/CPA meetings), and white glove ongoing service. Lots of companies talk about various pieces of the process, we have implements all phases.
Services
Jen brings over 14 years of financial services experience to her role. She enjoys building relationships with clients and primarily assists with new business implementation. Prior to joining Coordinated Plan, Jen worked at Manning & Napier as a mutual fund specialist. Jen is from the Syracuse area and graduated from Le Moyne College attaining her bachelor's degree in Business Administration with a concentration in Finance.
Financial planning is the process of identifying what a client determines to be important, then developing and implementing actions and behaviors to achieve both short-term and long-term goals. The process is measurable and intended to achieve the stated objectives of an individual, family, or business.
Do I have a coordinated plan incorporating all the relevant areas for completion of my future goals?. Do I know when I will attain financial independence and have a contingency plan for unforeseen events?. Do I know how much liquidity or income my business will provide to secure my financial independence?.
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