MyPlan by Glenwood focuses on four major areas of your financial planning, including:
What's My Plan?
At Glenwood Investment Group we aim to make the complex simple by guiding you through our proven process to answer the question, “What’s my plan?”
MyPlan by Glenwood
Optimizing Money Management
Identifying and Clarifying Goals
Achieving Financial Confidence
Obtaining Life-Long Fulfillment
We break these areas down even further into the following:
Investment
Retirement
Estate
Insurance
CashFlow
Tax
Education
Step 1:Questionnaire & Documentation
We start with a questionnaire designed to begin the process of getting to know you better sometimes coupled with a discovery meeting. Then uploading relevant financial documents to provide us with everything we need to know to help create a plan customized to your needs.
Step 2:Planning Meeting
Once you’ve provided all necessary documentation and information, we’ll schedule a planning meeting. During the meeting, we’ll:
Prioritize Your Goals
We’ll work together to evaluate your goals and create a custom plan to help you reach them, with the understanding that your goals will need to be adjusted as life changes
Simulate Multiple Scenarios
We’ll explore what-if scenarios to help you understand how potential changes may impact your goals, giving you the insight you need to make more informed decisions about your financial future.
See Future Projections
You’ll be able to see the projected impact of your financial decisions on your goals in real time, allowing you to visualize how each piece of your financial puzzle fits together.
Step 3:Implementation and Continuity
We’ll coordinate with you and any other advisors (such as attorneys and accountants) to gather additional information and implement your plan. We’ll also maintain secure and up-to-date copies of documents such as insurance policies, estate planning and legal documents, and tax returns.
Throughout our relationship, we’ll hold regular meetings to ensure that all planning is well coordinated and implemented. If necessary, we’ll coordinate family legacy meetings to build a legacy strategy based on your wishes.
Because life is always changing, your plan should and will be dynamic as well. We’ll constantly evaluate your investment strategies, saving goals, and more to continuously align them with your overall financial plan.
I'm ready to create MyPlan.
Have a question? Reach out to schedule a comprehensive consultation today!
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