Let's Build Your Financial Plan

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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

Next, we will begin designing a financial plan for you with recommendations that align with your goals. This often happens by the end of our first meeting, but we can schedule more time as needed.

STEP 3

Implementation

Depending on the recommendations you selected, we will begin implementing your plan in a way that is catered specifically to your values and goals. The best part is, we keep you informed and provide you with options for viewing your accounts for full transparency.

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?

Clients with actively-managed accounts have access to Wealth Vision. Wealth Vision brings together all of your accounts for secure planning as well as data storage. You will have real-time access to your retirement plan and investment performance.

Wealth Vision can help you:

  • Secure online access
  • Model financial plans
  • Create financial statements
  • Monitor your investment strategy
  • 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.

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey or SmartVestor are affiliates of Benchmark Wealth Management or LPL Financial.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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5855 Ridge Bend Road
Memphis, TN 38120

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