We have been advising individuals and families for over 50 years in how to avoid many of the obstacles that have hindered others in achieving their dreams. The actual process of financial planning is easy to begin. It is in the consistent implementation that shows the true value in having a financial planner to help along the way. When you are in the midst of an emotional whirlwind that life throws at you, our value to you can best be realized. The knowledge that you have a plan that has taken into account your situation and will see you through to more stable times often provides relief from the stresses the modern world delivers to us every day.
Planning
After our initial meeting with you, we will initiate a detailed review to determine your current situation. This will take into consideration your finances, lifetime objective and short term goals. The results allows for Beall Financial Planning to further define the resources and various steps necessary to achieve your stated goals.
Implementation
Once your goals and resources have been defined, Beall Financial Planning will provide you with a step by step plan that is tailored to your personal needs and desires. Beall Financial Planning can, if you choose, assist you with the implementation of your financial plan.
Review
Once an initial financial plan has been developed and implemented we will continue to work with you to adjust the plan to meet your changing needs. As we mentioned, Life has a way of presenting you with unexpected events that will require tweaking and reworking your original plan. We work with our clients to help them with these Life events to insure that they can continue to meet their goals.