Let's Build Your Financial Plan
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- Let’s Build Your Financial Plan
For over 20 years, we’ve helped thousands discover confidence in their financial future and pursue their dreams.
How can we build your financial plan together?
In 4 guided steps, gain crystal-clear financial awareness and discover confidence in your financial future so you can pursue your dreams.
STEP 1
Introduction
We want to discover what matters most to you. Prior to our first visit together, you’ll help us by completing our New Client Profile. The profile gives us clues about how to guide the conversation so we can discuss your goals and the best options to pursue them.
STEP 2
Recommendations
STEP 3
Implementation
STEP 4
Monitoring
We will monitor your progress on a daily basis. In addition, we will schedule regular times for us to sit down together and measure the progress of your goals.
We know that sometimes life happens in a way that requires you to adjust or completely change your goals.
We’ll be here with you every step of the way.
Have you tried Wealth Vision?
Wealth Vision can help you:
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Secure online access
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Model financial plans
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Create financial statements
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Monitor your investment strategy
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Keep documents secure
FINANCIAL FOUNDATIONS TRAINING
Personal Financial Freedom Workshops
Free workshops from Benchmark Wealth Management. No Strings Attached Guaranteed.
Financial Foundations
Monthly Personal Financial Workshops From Benchmark Wealth Management
COVID-19 UPDATE: Due to these unfortunate circumstances, our Financial Foundations workshops are available virtually on our YouTube page.