Do You Have a Financial Blueprint?
YOU WOULDN'T BUILD A HOME WITHOUT A BLUEPRINT. HOW CAN YOU UNDERSTAND YOUR FUTURE WITHOUT ONE?
How do you know if you're on track?
It's not uncommon for people to seek out financial guidance as they near retirement. But what if it's too late to readjust to hit your goals by then? A comprehensive financial plan can help you understand where you are now, where you need to go in the future, and the chances you can successfully reach your goals. Building a blueprint is a short process to laying the groundwork. Get started below.
Your Path to Financial Independence
At Independence Financial Advisors, we believe our clients should experience freedom with their money. And not just this notion that they have enough to scrape by, without the need to rely on others. Too often, we see folks who feel like they're captive to their money. They're scared of running out, they can't justify making a purchase they want, or they just don't feel confident about their future.
So how do you get to this mindset of independence with your money? Let's briefly walk through our five-step process to begin your path toward financial independence.
So how do you get to this mindset of independence with your money? Let's briefly walk through our five-step process to begin your path toward financial independence.
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STEP 1
Decide you want more clarity with money
By showing up here — even if you don't complete the Financial Blueprint — you've demonstrated a desire to do more with your money. This process toward financial independence has to start with you, so this is a critical step you've just taken.
STEP 2
Sketch out a rough draft: Your Financial Blueprint
You can't start building out of the blue with no materials or design plans. To build your financial blueprint, we need a foundation of information to understand where you're at and where you'd like to go. Completing your complimentary Financial Blueprint in the section above will get us the materials we need to get the process started.
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STEP 3
Understand your current path
Armed with your Financial Blueprint, you'll meet with our team to better understand what it all means. At this point, we'll have the beginning concepts of a full-fledged plan, but it takes having a conversation to begin to add color to your blueprint and see how we can work together on that journey.
STEP 4
Refine your Financial Blueprint
After meeting with us, you'll decide if you want to take the next step in your journey by partnering with our team. If you choose to become a client, we leverage the discovery process and our robust planning tools to take your initial draft to the next level.
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STEP 5
Put the Financial Blueprint into action
The final step in the process is really just the start of your financial independence. With a plan in place, you can begin to make any adjustments, as needed, and know you have a framework and team of advisors to guide your journey. Unlike a physical structure, your financial plan likely will change from time to time. Whether it's a life change, a big purchase, or a new goal, we're here to support you along the way.
Independence Financial Advisors, LLC
Investment management services are offered through Fidelity Investments, and Schwab Advisor Services. Fixed Insurance is offered through Consolidated Life Producers.
Services, securities and insurance offered through Independence Financial Advisors are not FDIC insured, are not deposits or obligations of, nor guaranteed by Franklin Savings Bank or its affiliate. These products are subject to investment risk, including possible loss of value and are not insured by any federal government agency.
Services, securities and insurance offered through Independence Financial Advisors are not FDIC insured, are not deposits or obligations of, nor guaranteed by Franklin Savings Bank or its affiliate. These products are subject to investment risk, including possible loss of value and are not insured by any federal government agency.