While we aren’t attorneys, our customized financial counseling helps clients develop a solid understanding of their estate documents.

Our advisors will discuss adding beneficiaries for all appropriate investment accounts, end-of-life planning, wills, powers of attorney, medical directives, gifting to family members, trusts, and charitable giving. We’re proud to help you protect your assets now and into the future.

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.