Comprehensive Financial Planning
Tailored Guidance to Help Reach Your Goals
Protecting Against the Risks
At Summit Retirement Advisors, we know financial planning can feel like a chore, especially when life gets too busy. With a sound plan in place, meeting your goals can become more manageable. We’ll work with you to identify your strengths and address the challenges in your financial situation, striving to protect against risks like job loss or market downturns. Let us help you take control of your financial future with a plan tailored to your needs.
Protecting Against the Risks
At Summit Retirement Advisors, we know financial planning can feel like a chore, especially when life gets too busy. With a sound plan in place, meeting your goals can become more manageable. We’ll work with you to identify your strengths and address the challenges in your financial situation, striving to protect against risks like job loss or market downturns. Let us help you take control of your financial future with a plan tailored to your needs.
An Integrated Approach with an Objective Perspective
We provide an unbiased view of your financial situation to uncover opportunities and challenges you might not see. Instead of focusing on past missteps, we help you view your financial journey in a new light, highlighting potential paths forward. Our goal is to ease financial stress with a personalized, value-aligned action plan.
Comprehensive Planning Process
Initial Inventory
We start by taking a thorough inventory of your current financial assets and liabilities.
Goal Discussion
We engage in a deep conversation about your aspirations and what you’re working towards.
Understanding Values
We explore what you value most to align the plan with your personal goals.
Action Plan + Follow-Up
Customized Action Plan
Upon completion, every client receives a detailed action plan, outlining specific steps and timelines.
Regular Progress Reports
Biannual or annual progress reports track changes, reaffirm progress, and explore new 'what-if' scenarios.
Adaptability + Realignment
These steps help you stay on course despite life’s challenges and changes.
Comprehensive Financial Planning Agreement
Before we begin the planning process and strategy creation, clients who are being charged for our services will sign a comprehensive financial planning agreement. This agreement clearly outlines the costs associated with your personalized plan. This transparent approach ensures you know exactly what to expect in terms of cost before we start crafting your tailored financial plan.
Time Estimate
Depending on their complexity, financial plans can generally take between 2 and 6 weeks to complete. On average, completed plans are typically billed between 2 and 5 hours.
Complexity
The more complex your financial situation, the more time will be needed, which may increase the total hours billed.
Let’s Discuss Your Financial Future
Contact your partners at Summit Retirement Advisors.
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