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310-643-7750

Planning Process

Markland Wealth Management, Inc.

FINANCIAL PLANNING PROCESS

1. Establish Financial Goals & Objectives

  • Quantify measurable objectives
  • Rank for importance

2. Gather Data

  • Statement of Financial Position
  • Cash flow statement

3. Process & Analyze Information

  • Review current situation
  • Identify strengths and weaknesses
  • Modify goals (if necessary)

4. Recommend a Financial Plan

  • Select techniques and alternatives to accomplish goals

5. Implement the Plan

  • Schedule for implementation
  • Documentation and applications

6. Monitor the Plan

  • Track investments and products
  • Monitor economic & tax environment
  • Scheduled review to ensure continued appropriateness of your plan

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

mark@marklandwealth.com   |  310-643-7750