Navigating your financial plan can be overwhelming. Solari Financial will guide you through those tough decisions and stay ahead of changes.
We can be proactive when we are monitoring your plan.
Initial Financial Plan
Our comprehensive approach analyzes 7 areas to create a cohesive plan. Over our initial 2-3 meetings we’ll work with you on your short and long term savings, student loans, investments, taxes, insurance, company benefits and estate plan. After the initial plan we’ll work with you on implementing your plan.
Semi Annual Reviews
During the year we’ll check in to make sure things are moving forward. We’ll also meet twice a year to review how things are going. Do we need to rebalance your investment portfolio? How can we help reduce your tax bill this year? Are we expecting any changes that may affect your plan? Whatever your questions we’ll tackle them head on.
As Needed Meetings
Life doesn’t always happen as scheduled. That’s why we are available when you need us. Unscheduled bonus, getting married, or switching jobs? We’ll meet with you as things change quickly. This is our proactive approach.
Susan and John were both physicians at different local hospitals. They were in their early 40s, kids were out of daycare and they realized it was time for financial guidance. They still had a large sum of student loans but did not know if they should solely focus their income towards it. They had spent hours researching different strategies but they did not know how it would impact other goals. We analyzed their tax situation, student loans, college savings options and retirement picture. Together we created a balanced plan to pay down their student loans, implemented tax savings strategies, a savings plan for their children’s college fund and carved out a savings plan for retirement.
The Engineer & Family
Ben was in his late 30s with a career on an upward trajectory. Him and his wife, Jane, had 2 young girls and they were doing the planning themselves. They realized an objective advisor could save time by helping them navigate his stock options, taxes, and maximizing their income. It was time for them to start planning for their family and future.
Disclosure: The scenarios above are illustrative of work done by Solari Financial Planning, but are not actual. Names and details have been adjusted.