At Martin Tax & Financial Services, we view planning as the foundation of everything we do. With a sound plan in place, you will know exactly what you need to do to pursue your goals. A comprehensive plan touches on many areas, such as taxes, retirement, insurance, estate planning and more. Our team will work with you to discover what your goals are and what you need to do to strive to meet those goals.
It's important to start planning early and to keep your plan up to date. We're here to help; but we recognize that it can be tough to get started. There is a lot of information to be gathered and decisions to be made. If you're overwhelmed by the idea of planning, we'll help you out by starting small and touching on the basics first. Together, we'll build on each aspect of the plan over time. Once your plan is in place, you'll enjoy the greater peace of mind a plan provides.
During our first consultation, we'll discuss your current financial situation and where you'd like to be. We'll begin creating a financial timeline and bringing your goals into focus. At this stage, we'll explain our different planning options so you can decide how involved you want to get. We'll also let you know what information we need to move forward.
The more information we have, the more complete your plan will be. We'll take a look at all aspects of your finances using statements and other documents you provide. This will also be a time for us to listen to you explain (and, if needed, help you define) your values, risk tolerances and other factors important to you and your plan.
Once all necessary information has been gathered, we'll evaluate your current situation in light of your goals and prepare recommendations. We believe our clients deserve options; so whenever reasonably possible, we will come up a few different options for you to consider.
At this stage, we will get back together to discuss our assessment and recommendations for pursuing your goals. If it turns out that we need to re-define your goals, we'll discuss strategies for that as well. Either way, we'll make sure you understand your options and the pros and cons of the different choices you have.
Design & Implement Your Plan
Once you feel confident with your decisions, we will create your own customized financial timeline. We'll begin the process of implementing your plan and clearly defining the next steps in the process.
Review & Update the Plan
It goes without saying that your financial timeline will require changes, as there will always be life events (expected and unexpected) that threaten to derail your plan. This is why we'll need to regularly review your plan with you - at least once annually and with every major life event. We will be here to help you plan for the life changes you expect and to help you adjust for the unexpected.
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."