The Financial Planning Process

To get you started on achieving your dreams, Barry will approach the planning process in three parts-Discuss, Design, and Deliver. Each component ensures that Barry thoroughly understands your goals, has the data necessary to begin an analysis of your financial picture, and develop a proposed strategy.

Discuss

Building a financial plan designed to help you meet your financial ambitions begins with a discussion. Depending on your individual situation, your discussion may be focused on some or all of the following:

  • Net Worth Analysis
  • Cash Flow Analysis
  • Education Planning
  • Investment Planning
  • Retirement Planning
  • Protection Planning*
  • Estate Planning
  • Business Planning*
  • Executive Benefits Planning
  • Charitable Planning*

Design 

Once Barry has gathered all the necessary data and has a full understanding of your goals, this information will be carefully analyzed to develop a strategy designed specifically to meet your financial objectives.

Deliver

Barry will meet with you to deliver a proposed financial plan. Once all the details in your plan are agreed to, it is important to implement the plan.

Should you choose to work with Barry to implement your plan, you will benefit from having a financial expert who is well-versed with your financial picture, preferences, and concerns to help you navigate changes in the market, changes in your goals, or other unexpected circumstances.

*Life, disability, and long term care products avialable through one or more carriers not affiliated with New York Life, dependent on carrier authorization and product avialability in your state or locality.

*Eagle Strategies Financial Advisors cannot do a formal business valuation analysis

*Eagle Strategies Financial Advisors cannot provide tax, legal, or accounting advice. Please seek the guidance of your own professional tax, legal, or accounting advisor before making any decisions.

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