``Before everything else, getting ready is the secret of success.``

-Henry Ford

At Focus Planning Group, our Financial Planning process is designed to take an objective look at your current financial situation and organize a plan to help you achieve your goals. By acting as your “Family Office” we build a process around our understanding of your unique goals and aspirations.

We use a web-based financial tool that helps our clients translate their financial data into effective financial strategies and give them a better understanding of their finances.

We Build Your Own Personal Financial Website

We help you organize your financial life with your own digital wealth management portal.

The same great features… on the go

You will have access to your personal financial website from wherever you are and on any device.

Retirement Maps

Retirement Maps is a powerful tool to quickly determine the probability of success for a given retirement strategy. With Retirement Maps we can interactively engineer a retirement strategy for both retirees and pre-retirees.
Focus Planning Group’s financial planning process consists of six steps that help you take a “big picture” look at where you are financially. Using these six steps, you can work out where you are now, what you may need in the future and what you must do to reach your goals.

1. Initial Meeting/Discovery We clearly explain or document the services to be provided to you and define both or our responsibilities. We explain fully how we will be paid and by whom. We should agree on how long the professional relationship should last and on how decisions will be made.

2. Gathering client data, including goals. We will ask for information about your financial situation. We will mutually define your personal and financial goals, understand your time frame for results and discuss, if relevant, how you feel about risk. We will gather all the necessary documents before giving you the advice you need.

3. Analyzing and evaluating your financial status. We will analyze your information to assess your current situation and determine what you must do to meet your goals. Depending on what services you have asked for, this could include analyzing your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.

4. Developing and presenting financial planning recommendations and/or alternatives. We will offer financial planning recommendations that address your goals, based on the information you provide. We will go over the recommendations with you to help you understand them so that you can make informed decisions. We will also listen to your concerns and revise the recommendations as appropriate.

5. Implementing the financial planning recommendations. We will agree on how the recommendations will be carried out. We implement the recommendations or serve as your “coach,” coordinating the whole process with you and other professionals such as attorneys or accountants.

6. Monitoring the financial planning recommendations. We will agree on who will monitor your progress towards your goals. If the planner is in charge of the process, they should report to you periodically to review your situation and adjust the recommendations, if needed, as your life changes.

Work with Us

Start the conversation about your financial future and schedule your 30 minute complimentary consultation. You can reach us directly at 631-714-6044, click to schedule a meeting.