Financial Planning Overview

Financial decisions are among the most important life decisions any person will make. My role is to help clients understand how much they will need to accumulate and meet their goals, how to allocate their assets, and which investments may be appropriate for their situation. This approach is created with one primary goal; to give my clients the confidence their investments will help support the lifestyle they envision.

Take the first step and click here to schedule a call, email me at mneeley@voyafa.com, or call direct at (626) 224-7715.

Click here to download the Financial Planning Workbook. This workbook will provide the foundation before your first planning session.

We will help with a simple process:

  • Initial Discovery Session:
    • A session designed to help us understand your current situation and financial goals.
  • “Behind the Scenes” Analysis:
    • A thorough evaluation of your current assets and insurance protection.
  •  Plan Recommendation :
    • Second meeting where we present a plan to help move you closer to your financial goals.
  • Plan Implementation:
    • Putting your plan to work with the proper investments, transferring of assets, and implementing the right insurance protection.
  • Ongoing Monitoring of Investments:
    • Consistent monitoring of the plan and only making changes when necessary.
  • Periodic Plan Reviews and Communication:
    • Periodic meetings with you to help stay on track and educate on current conditions.