Financial Planning Process
The Triangle Financial Services approach to financial planning
Your values are key to all of our discussions. What are your values about money, wealth and financial decisions? In this ever-changing world, it is difficult to stay true to your financial values and goals.
Your partner counts, too. It’s even more challenging for a couple to remain in sync on money issues. Financial decisions can be emotional. If your values and practices about spending and saving aren’t compatible with your partner’s, the differences in your attitudes and choices can create friction. Dreams can remain unfulfilled. We ensure that both of you are heard during our discussions.
Kendra believes, and helps you clarify how living according to your values is crucial to your success. In her own words:
My mission as a financial planner and coach is to guide individuals, couples, and small business owners in creating wealth through value living.
That doesn’t mean those values are forever constant. Life throws us many twists and turns that can impact our beliefs, dreams, and goals. People change over time, and I help them stay true to the overall wealth-creation vision that we’ve developed together.
I will lead to toward mindful living to help you on target with your plan and help you achieve your goals.
Triangle Financial Services can help you make financial decisions. I will help you define your values and beliefs and help you manage emotions by asking the right questions. In other words, we can serve as your financial coach.
There is a common mistaken belief that humans are rational beings who always make the best decisions for themselves. I can help you understand the four aspects of making good decisions: gathering information (rational), emotional IQ (acknowledge and deal), values and beliefs – so that you can make better decisions for yourself and your family.
Your Financial Plan
Your financial plan may include some or all of these items, along with a tracking system to set up monitor important components.
- Personal net worth statement
- Portfolio and investment analysis
- Goal setting
- Savings plan
- Retirement plan
- Pension analysis
- Retirement Income and distribution plan
- Life insurance review
- End-of-life planning
- Estate planning
- Debt analysis
- Education savings plan
To explore your financial planning needs, now and into the future, schedule a complimentary meeting with Triangle Financial Services.