Preparing a Financial Plan the LONGVIEW Way

In preparing a comprehensive financial plan, LONGVIEW will tailor an appropriate plan for you according to the following six steps:

We will:

  • Develop an understanding of your expectations.
  • Gather data about your present financial situation and define your personal and financial goals.
    • This is usually the hardest step because you must provide us specific data about your situation.  The Client Data Form details the information needed from you.
  • Analyze your current situation and determine the steps necessary to meet your goals.
    • Our CERTIFIED FINANCIAL PLANNER™ professionals use a various array of tools, techniques, and proprietary systems to explore all of your options and determine which ones are best for your specific situation.
    • Follow this link to see the detailed components that may be analyzed. Financial Planning Components.
  • Present recommendations that address how to accomplish your goals.
    • We present the results of our analysis and get your input as to which course of action is best for you.
    • This step usually requires several meetings depending on the complexity of your situation.
  • Work with you to implement the recommendations and coordinate with other professionals as needed.
    • Sometimes we will need to obtain the expertise of other professionals. For example, we would need an estate attorney to implement estate planning recommendations. If necessary, we will accompany you to the attorney meeting to help communicate the estate plan. We also would provide the attorney with the data that they need to prepare the final documents.
    • This step also includes setting up your investment accounts and investing your assets based on your needs and risk tolerance.
  • Monitor the progression of your plan to ensure that you accomplish your goals.
    • We will meet periodically to review your situation and update your plan as necessary.
    • We are always available to address any financial questions you may have.

PLANNING IS A LIFETIME JOURNEY, NOT A SINGLE EVENT. Changes are inevitable during one’s lifetime which may require modifications to the planning. Therefore, it is important to continually monitor progression toward the plan and make changes as necessary.