There are never any pre-packaged solutions at Foresight Financial Advisory.
Your unique lifestyle, family, business and legacy considerations shape our approach.
We start with a conversation. Together we establish your goals and your appetite for risk and determine how to maximize your chances of success, on your terms.
Financial planning can be complex. To be effective, you need a partner who is independent and objective and truly understands you and your needs.
If we’ve learned one thing from all of the individuals, families and business owners we’ve worked with, it’s that no two situations are the same. That’s why we specifically support you in developing a customized plan that looks at your short and long-term goals, objectives, circumstances, preferences and complete financial picture, while attending to the smallest details.
We also coordinate with your existing advisors to ensure that your plan is fully informed and carefully tracked, and that your progress is clearly communicated so that you always know where you stand.
Areas we help:
Cash Flow Analysis
Social Security Planning
Small Business Consulting
Executive Compensation Planning
The Foresight Process
Getting to know what matters most to you and your family is quite possibly the most important step in creating an in-depth personalized plan that you will actually stick with when things get challenging. It starts with a conversation but we utilize a risk tolerance questionnaire as well as behavioral analysis to really understand your thinking.
Identifying and Selecting Goals
Now with a better understanding of each other. We will work together to establish both short and long-term goals. We're here to help you accomplish all of your life goals but will work with you to prioritize them and decide which to focus on first.
Evaluate Current Financial Situation
Gather all of your current financial data which can include but not limited to: Tax Returns, Account Statements, Copies of Life/Health/Disability Insurance Plans, Current Retirement Plan Options, Wills, Trusts.
Develop Optimal Plan
At Foresight Financial Advisory you will always have a CERTIFIED FINANCIAL PLANNER™ professional creating your personalized detailed plan utilizing the most state of the art financial planning software.
Financial planning can often be a complex and daunting chore. We also know that all financial decisions can often be hard to make. So, we will make sure that we communicate this comprehensive financial plan in easy to understand and actionable steps.
Implement Actionable Items
We will make sure that we have considered every aspect and try to remove any and all roadblocks that may present themselves to implement the steps needed to take to get you on your way to reaching your financial dreams.
Monitor and Update
Your financial plan is a living breathing document that needs to be readdressed often based on tax, legal, economic and monetary policy changes as well as of course any significant changes in your personal financial situation.
We are here to help you realize all of your financial dreams.