Most successful families have a multitude of responsibilities and enormous demands on their time. Finding a source of trusted advice, delivered in a fiduciary capacity, is crucial to long-term success. Helping families and individuals deal with life’s complex financial realities is our core function. We like to say that we help them “coordinate all their financial affairs” because coordination is critical. Our process starts with an individually crafted financial plan that serves as a roadmap to guide us on a journey together. On that journey, we’ll coordinate and focus on a number of areas.


Areas of Focus:

  • Investment & Financial Planning
  • Estate Planning
  • Retirement Planning
  • Risk Management and Insurance Needs
  • Cash Flow & Budgeting
  • Assistance to Loved Ones
  • Income Tax Planning

Our Process

Gather Information

We will ask you to do some “homework” and gather information like your company benefits, retirement statements, any investment or savings statements, insurance policies, loans or debt statements, etc.  We want to understand the full picture as to how your financial life stacks up.  Your finances are only part of the equation. We also want to understand your needs, wants, and values. We want to know how you envision your future and what goals you hope to achieve.

Analyze Data

After we gather the information, we analyze the data you have provided us and build a custom financial plan that helps you visualize and then meet your goals.  We illustrate alternate scenarios and suggest adjustments for you to consider in order to make your goals a reality.

Present Financial Plan

We don’t talk just about investments.  We will build a comprehensive strategy that helps you achieve the goals that mean the most to you.  Your plan may include: managing debts, building a budget you will adhere to, making sure you are taking advantage of employer benefits, discussing what is most at risk and which types of insurance you should consider, if any, discussing the importance of a will, other estate plan documents, and many others.  You are always in the driver’s seat, but our team will help you implement important strategies and track your progress over time.

Implement

We understand how busy your life is and you need someone to help you prioritize and implement agreed upon strategies. Having a long list of “To-Dos” can seem overwhelming, so we help you prioritize action items and check them off one by one.

Review

We want to meet and review the financial plan and track your progress with you.  Life changes and we routinely update your financial plan and goals to take those changes into account.

Give us a call at 502-242-1561 or send an email to andy@centerlinewealth.com if you would like to learn more about how Centerline Wealth Advisors can help you meet your goals!