C.A.F. SmartPlanning
“INVESTMENT IN KNOWLEDGE PAYS THE BEST INTEREST.”
- Benjamin Franklin -
C.A.F. SmartPlanning™
begins with the approach
that financial planning
is a
process toward
which your financial
goals can be realized. A
well-defined six-step
process is followed
thoroughly in the review
and analysis and
recommendation of your
insurance, employee
benefits, investments,
income tax, retirement,
estate, and budgeting
needs. The
comprehensive nature of
C.A.F. SmartPlanning™ means
the added value to
what an insurance agent,
a retirement expert, an
employee benefit
consultant, an
investment advisor, a
tax preparer, an estate
attorney, and a bookkeeper
can add. We believe
proper planning involves
these six fields in an
integrated fashion.
Automobiles integrate
their ignition system
with their cooling
system, their suspension
systems, their emissions
systems, their
electrical systems,
their fuel delivery
system, and monitoring
system. And, not to be
left out – the safety
features. C.A.F. SmartPlanning™ also
builds in some safety
features, a fuel system,
and a monitoring system
to ignite your financial
plan and keep you on the road
toward your financial
goals.
A well-defined six-step
process is followed in
all seven categories
listed above.
Step one
begins with establishing
and defining a
client-planner
relationship.
Step two
begins with the
gathering of data,
including your goals, in
the areas of insurance,
employee benefits,
investments, income
taxes, retirement,
estates and cash-flow.
Step three is the
analysis of this data
and evaluation of your
financial status.
Step
four is developing and
presenting financial
planning recommendations
and/or alternatives to
you.
Step five in the
implementation of the
agreed upon financial
planning
recommendations.
Step
six is the monitoring
system that helps to
keep your financial
automobile on the road.
A
Client Profile
(Click Here) will help to establish a relationship with C.A.F. Financial Planning and is a starting point for gathering data. We will analyze your information and discuss with you our analysis. We will then help prioritize your goals and assist in developing, implementing and monitoring your plan.
A Questionnaire on Goals (Click here) will help to get you started.