Ongoing Financial Planning & Investment Management
We create our financial plans so that anyone can take them and implement them on their own. However, there are some things in life that you don’t really want to have to do on your own. For many people, finance is one of them.
If you don’t want to carry the full weight of your financial life on your own shoulders, then our ongoing financial planning services are perfect for you. Instead of sending you away to follow through on your plan alone, we will help you implement it and keep it updated on an ongoing basis.
More than just a plan, on an ongoing basis we will provide you with:
- Organization and order in your financial life
- Education regarding your financial situation and your choices
- Objectivity as a fiduciary working in your best interest
- Proactivity in avoiding risks and taking advantage of opportunities
- Accountability as you implement your financial plan
- Partnership as you achieve your financial goals
On a more tangible level, our ongoing financial planning services include:
- Biannual review meetings every spring and fall (see our schedule of discussion topics here)
- Other meetings as needed
- Unlimited access to a Christian Certified Financial Planner™ by phone and email
- Proactive communication whenever advantageous new financial opportunities arise
- Investment management
Investment Management
Investments are a big part of your financial life if you ever hope to retire someday. At Guide Financial Planning, we believe they are important enough to have us manage them for our clients.
As a part of the financial planning process, we will get to know your goals and objectives, how much risk you are comfortable taking on, your tax situation, your investing time horizon, and your liquidity needs. We will then determine the best kind of portfolio that takes all of those things into consideration. We ascribe to an evidence-based investment philosophy and strive to harness the collective wisdom of the stock market in order to maximize returns over the long term by investing in a diversified portfolio of low-cost mutual funds. Our clients’ accounts are kept with Schwab and we regularly monitor them, making adjustments as needed so that they remain in alignment with the account owner’s goals and values.