Dr. Stephen Benold, CFP®
In 2005, I founded Benold Financial Planning to provide clients with objective, goal-based investment advice. However, I was not always a CERTIFIED FINANCIAL PLANNER™. Before becoming a CFP®, I followed in the footsteps of my father and became a family physician. After 30 years as a family physician, I decided to pursue my other passion, financial planning.
Jordan Benold, MBA, CFP®
I come from a family lineage of physicians. Both of my grandfathers, uncle, and father are physicians. However, I realized my true passion and became a CERTIFIED FINANCIAL PLANNER™ and a Registered Investment Advisor.
PROUD MEMBERS OF THE FOLLOWING ORGANIZATIONS
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,
3. Implementation
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.