FINANCIAL PLANNING

Financial planning is the most important step you can take toward achieving financial freedom. Our financial planning professionals will create a plan that can help protect, as well as, enhance your long term financial goals. Upon your request, our financial planning professionals will work with you, your attorney and other advisors to help assess your individual situation.

 The CFC Investment Center has contracted with PrimeVest to offer financial planning using their “MONEY GUIDE PRO”, a comprehensive software solution.   Contact the Advisor in your area to help you set up your individual plan.

The Financial Planning Process

1. Establish Core Values and Financial Goals
   Encourage client to express concerns, hopes, and goals.  Help client to restate goals that are specific and quantifiable.  Prioritize competing goals.
    
2. Gather Financial Information
   Gather all relevant client information, both objective and subjective, through counseling and examination of documents.
    
3. Analyze Information and Create Financial Plan
   Identify the strengths and the weaknesses in the client’s present financial condition as they affect the ability to achieve the client’s goals.  Revise goals if necessary.
    
4. Present Financial Plan & Advise on Investment & Tax Strategies
   Design a set of recommended strategies tailored to the client’s circumstances and goals, including alternative ways of achieving those goals.  Draw on outside experts as needed.  Obtain client approval.
    
5. Implement Financial Planning Strategies
   Motivate and help the client in acquiring all the necessary financial products and services to put the plan into action. Draw on outside experts as needed.
    
6. Review Progress
   Evaluate the performance of all implemented vehicles.  Review changes in the client’s circumstances and the financial environment on an ongoing basis.
   
   Advisory services may only be offered by Inestment Adviser Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided.