AS FEATURED IN
Most requested solutions
Create & maintain a cash flow positive budget.
Paying off debt quicker to relieve stress & free up savings.
Do you know how much you need to retire? We do!
Analyze & maintain the wealth of all your assets.
Properly plan your taxes to lower your tax liability.
Finding the best options for your needs.
Financial Planning Process
1. Schedule Consultation
The process begins with establishing a relationship between the client and Benold Financial Planning, with an informal initial consultation. Your financial planner will explain their financial planning services.
2. Plan Creation
You've gathered the relevant information, now it's time to analyze it and create a financial plan. The plan will include specific action points for your personal goals such as cash flow analysis. income tax planning,
With a plan in hand, both parties will carry out the recommendations thereby putting the plan into action. Various items may be carried out at varying time frames.
What makes us different
Both of our advisors have earned a highly respected professional designation in our industry: CFP® (CERTIFIED FINANCIAL PLANNER™). With this comes the knowledge that our advice is always in your best interest.
No Sales or Commissions
We do not sell products of any type. All recommendations come from the research and analysis we perform independently.
We work for you! We strive to meet your each and every need, motivated by the belief that your success is equally ours. We've been helping families achieve financial security since 2005.
We specialize in Cash Flow Analysis, Retirement Planning, Investment Planning, Insurance Needs Analysis, College Education Planning, Small Business Planning and Estate Plan Analysis.