Personalized Financial Plans | Precision Wealth Strategies

INDIVIDUAL & FAMILY PLANNING

Personalized Financial Plans to Match Your Objectives

It's Never too Early to Create A Financial Plan for Your Life

If any of the following questions have crossed your mind, it’s time to begin strategizing a financial plan for your life.

Financially, are we on track?
When will I be ready to retire?
Can I retire early?
Am I able to reduce my taxes?
What is estate planning and do I need it?
Should I buy or lease a car?
Am I saving the correct amount each month or year?

With our trademarked approach, we will not only look at your cash flow and net worth, but also analyze your financial goals and life objectives.

START PLANNING TODAY

What’s the Difference Between Financial Planning & Financial Life Planning?

Stop wondering if you are saving correctly or on track with your finances, contact the financial life planners at Precision Wealth Strategies.

Precision Wealth Strategies is not your average financial planner. With an approach that not only looks at the quantitative side, but also the qualitative side of your life you can get a better understanding of how to financially plan.

Our team of financial life planners and advisors are able to break down your financial habits and create a plan that simultaneously achieves your financial and life goals. We don’t just create a one-size-fits-all plan. We believe getting to know our clients and understanding their desires fully can help us to create the plan that best suits them. So, if you ever find yourself wondering about tax reductions, retirement plans, the purpose of estate planning or how much you should be saving each month, our financial life planners can help you.

Answering: What it is you think “we” do?

Precision Wealth Strategies prioritizes transparency and accountability. In the first step of our Precision Process™, we ensure you have a full understanding of our job and how your financial objectives can be achieved with our services.

Button
Discovery: In your current situation, what were you trying to accomplish?

Once you have an understanding of our services, we want to take a look at the current plan you have in place. In your current situation what goals and objectives do you have set and how are you going about achieving them. This includes a document review, family tree analysis, net worth statement creation if needed, and cash flow analysis.

Button
Defining Objectives

After our team has a better understanding of your current financial situation we begin working with you to define objectives. These objectives can include personal planning, liquidity, core wealth, risk, tax, business succession, and four types of wealth management.

Button
Review: Understanding Your Current Plan, If You Do Nothing

Here at Precision Wealth, we believe reflecting after objectives have been created is important to ensure our clients understand where they currently stand and what their plan looks like if no future steps are taken. Through our review you can have a lifetime of financial confidence, but also know ways in which we can help!

Button
Proposed Agreement

If you decide to proceed with your financial life plan, we lay out the agreement and cost structure to ensure you understand how our firm is assisting you.

Button
Prioritize Action Steps

Now that our team has a better idea of your past plan, future goals and financial assets we can begin to formulate action steps. Coupling our financial expertise with your life objectives allows us to create the best financial plan for you and your family.

Button
Implementation & Refinement

Once the steps to reach your goals are laid out, we begin implementing them into your life. Our team knows this step is never completely finished because things change and life occurs. We will adjust your steps and objectives to reflect what is best for your life when necessary.

Button
Preparing Heirs

Our team knows life can help and unexpected events may put a dent in your financial plan. We want to make sure your family understands the plan you have in place, so if there are questions we can answer them!

Button
Looking Up & Down A Generation

Finally, we take a look at the financial plans of your parents and children. We understand creating a financial life plan is not just for yourself, but also to protect your loved ones. We are able to help our clients and their loved ones by ensuring those around them are also set up for success.

Button

The Precision Process™

With our nine-step process, our team works to get a better understanding of your life and formulate objectives around your financial life goals.

We want to create a trusting and transparent relationship with each of our clients in order to help them achieve their financial objectives. With our team approach, we ensure you have access to any of our professionals. Let us help you reach your financial goals today.

CONTACT OUR TEAM

Personal Financial Advising: Planning FAQ

In what ways can I improve the management of my money and reduce taxes?

Our team works to analyze your cash flow and financial statements to get a better understanding of your overall financial situation, both current and future. We often find people are comfortable currently but have not considered a tax increase due to changes in cash flow. With our planning process, our advisors work with you to set a financial plan that helps you distribute your wealth and sets you up for future financial success.

View Our Key Planning Video
How do I access my Personal Financial Website from a mobile phone or tablet?

Track your financial progress, view investments, access important documents and monitor multiple accounts all from your fingertips with your personal financial website. In three easy steps, you can have your personal financial website on your phone or tablet. Click here to see how to begin the download process.
Is there an easy way to secure, organize and access my future financial documents?

Through Precision Wealth’s Vault, a secure digital document storage repository, you can access you and your family’s financial plans and documents without a hassle. Offering collaborative and file sharing properties, you and your advisor are able to exchange confidential documents, collaborate on financial plans and share personal data easily and securely. Learn more about The Vault’s properties and call your advisor with any questions.
How secure is my family’s information when using the wealth management system?

Our team understands the importance of security and confidential information within the financial industry. When you use the personal financial website and wealth management system, you won’t have to worry about your documents and financial data’s safety. Our systems have a variety of security measures to provide the utmost protection. Using password protection, encryption, multiple data storage locations, routine security testing, 2-factor authentication and non-transactional components, we work hard to keep your information safe. Explore more about the security used!
What differentiates Precision Wealth Strategies from other financial advisors?

Our competitive advantage is our team approach, trademarked process, trademarked philosophies, and access to world class money managers and technical support team of professionals. Working with professionals in all areas of legal, tax, asset protection, insurance, and investments, you can trust our team to give you expert advice on any question you may have.