Financial Planning

Financial Planning is a collaborative process between a client and an advisor that results in a plan of action for attaining a client’s goals and aspirations.

At Successful Portfolios, we believe your advisor should be a Certified Planner Pro. And he should provide you with written documentation of your plan.

A comprehensive financial plan begins with a personal financial statement that includes a compilation of your net worth and cash flow. 

Also, your plan should address investment strategy, taxes, asset protection, retirement, and estate planning.

Hiring a professional advisor is a smart move that reduces the stress of setting and prioritizing goals. Most importantly, a professional plan maps clear strategies for realizing your objectives.

Start planning today with Successful Portfolios’ free, award-winning, online Financial Planning Toolbox powered by Right Capital. Build an amazing interactive and dynamic financial plan that both you and your choice of advisor can access online. You’ll be glad you did!


Free Financial Planning Toolbox

The 7-Step Financial Planning Process
Successful Portfolios Seven-Step Financial Planning Process: Data Gathering and Client Discovery, Goal Setting, Current Course Analysis, Plan Development, Presentation of Recommendations, Plan Implementation, Plan Monitoring and Updating