Planning Improves Outcomes
" Our Five Step Process helps to provide a clear assessment of the work to be done, and our annual follow-up helps ensure our clients stay on track. Our clients' futures are too important to settle for generic cookie cutter advice, therefore at Magnum Financial we use sophisticated planning software to produce the most accurate picture of our clients' future financial affairs."
Five Step Process Includes:
60 Day Follow-UP
Examples Of What We Explore
Throughout the process it's my job to:
ask appropriate questions
engage you in the process
provide feedback to ensure understanding
clarify your needs and goals
project complex financial data accurately into the future
Have a question? Just ask.
I'll send a no obligation response shortly.
How different income streams can help or pose a challenge to your retirement planning.
How risk and reward affect your investments and their ability to meet long term goals.
How financial instruments that sound "too good to be true", often are.
How control and flexibility can help when navigating financial storms.
How all decisions, including doing nothing, have opportunity costs and how they affect your financial future.