Financial Planning:   

The key to realizing your financial goals and dreams

 

Ever drive to an unknown destination without directions or a good map?
Ever used an old map and got lost because the roads had changed?

Not planning for your financial future is like taking a cross country trip without directions.  You may get to your destination but it will take a lot longer and there will be waste and detour along the way.  A Financial plan is the road map that we use to invest your money wisely.  Without it, we can point you in the general right direction but we can not give you specifics. A financial plan is like a detailed and personalized map that we use to build appropriate and diversified asset allocations that meet your personalized needs.

We can help you achieve superior real life financial outcomes through personalized financial planning.  The financial planning process will illuminate your budget, goals, efficiencies and inefficiencies in reaching your great goals in life.  This will enable you to see ways to make your dreams come true. Often times we help couples and families define, work through possible points of disagreement and then flush out common goals and the ways and means to achieve them.

Most Financial Plans cost between $1,500-$3,000 depending on case complexity, level of income and overall assets. Please call our office at 541-868-3800 in Eugene or  541-673-0251 in Roseburg or toll free 888-590-1824 to get more information about financial plans or to schedule an appointment.

If you are a current client who already has a plan and a password, please click on the following link to access and view your plan: https://www.moneyguidepro.com/brecekyoung/default.asp?page=home. To get a password to access your plan, please call our office in Eugene at 541-868-3800, in Roseburg at 541-673-0251 or toll free at 888-590-1824.

Meeting Preparation

To help us better serve you, please fill out the following forms and bring the items listed on the "financial planning meeting document list" to your first planning meeting.  If you have questions as you fill out the forms, please do not hesitate to call or email our office.

Data gather form

 Financial Planning Meeting Document List

Cash Flow Worksheet