Useful Websites
Calculator Library
Below are some useful websites that we have put together for your benefit. Benold Financial Planning has no affiliation with any of them, but we thought they are good resources for our clients.
[WPSM_AC id=629]
[WPSM_AC id=632]
Below are some useful websites that we have put together for your benefit. Benold Financial Planning has no affiliation with any of them, but we thought they are good resources for our clients.
[WPSM_AC id=635]
[WPSM_AC id=636]
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.