First Three Steps of Financial Planning

There are seven steps to the financial planning process and we’re breaking them down for you because all seven are equally important and you need all seven to provide a comprehensive plan.

Nik Aamlid, CFP®, CAP®, Wealth Advisor, breaks down the first three steps in the process and why having a Certified Financial Planner™ is key to building a comprehensive plan to support your vision of True Wealth.

To discuss all of the aspects of a financial plan and how we can help, we invite you to schedule a conversation with one of our advisors: https://www.pinnaclewealth.com/#contact

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COMPLEMENTARY RESOURCES:

Take our retirement ready quiz: https://www.pinnaclewealth.com/retirement-planning-quiz/

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ROTH IRA vs. Traditional IRA quiz: https://www.pinnaclewealth.com/calculator-roth-ira-traditional-ira/

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Pinnacle Wealth is a Sioux Falls, SD based full service wealth management firm focusing on comprehensive financial planning and the utilization of all financial tools at our disposal to work in concert toward pursuing your goals.

But we feel the more important question to ask is “Why do we offer these financial tools?” rather than “What financial tools do we offer?”

We seek to reduce your financial distractions by taking care of the painstaking details, freeing you to relax, live confidently, and enjoy life. Every financial process or strategy we consider or implement should answer your questions, raise your financial awareness or reduce the number of surprises you experience. To succeed we must carefully listen and understand your financial goals, concerns and even fears and provide potential solutions.

 

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