Financial Planning Services

Planning clients are ready to clarify, simplify, and organize their financial lives. They see value in partnering with an experienced financial planner to take a holistic approach to defining goals, analyzing options, making informed decisions, and implementing strategies to achieve their objectives.

Planner clients want to address their questions, reduce financial worries, and decrease complexity so that they can focus on what matters most in life. These clients partner with me on an ongoing basis to stay informed, access expertise, and make adjustments as changes in finances, law, and life occur.

Financial Plans are broad-based and consist of a detailed written analysis of your financial situation and recommendations to fulfill your goals. My planner clients are given a tailor-made integrated financial plan covering selected aspects of their financial life, which can include building, protecting, and distributing wealth; college funding; retirement planning and more. I can provide advice on numerous opportunities and challenges.

Examples include:

  • Insurance and Risk Evaluation
  • Charitable Giving
  • Navigating Life Changes (such as marriage, career changes, family planning, divorce and death)
  • Comprehensive Financial Evaluation
  • Retirement Income Planning
  • Budget Creation and Reconciliation

“You will not be condemned for past actions, these challenges make us stronger and change our paths.”

– Ashley Miller

The 6 Step Transformational Wealth LLC Financial Plan

1. The Initial Discussion

Let’s get to know one another! You should trust your financial planner to guide you on both complex and sensitive matters. I want to ensure we can provide exactly what you need.

2. Our Agreement

The written agreement details the scope and value of the services provided. Here we’ll discuss the formal contract and payments tailored to your needs.

3. Gathering Information

We will collect everything relevant to your current finances, goals, needs and specific areas of concern. This ensures we clearly understand your situation, so that nothing is overlooked or miscommunicated prior to constructing your plan and giving advice.

4. Building Your Financial Plan

We will begin building your financial plan and digging deeper into your current areas of concern. Actual completion depends on the complexity of your plan and your response time.

5. Your Plan to Financial Success

We’ll present a detailed plan for you to reach your goals. This includes assumptions, actions required, outcomes, risks and recommendations to achieve the goals identified. Transformational Wealth LLC will forecast your wealth to show how your finances project into the future.

6. Ongoing Relationship (optional, but recommended)

We all experience significant life changes. When they happen, you’ll want expert advice on how those changes impact your plan. We encourage an ongoing relationship to ensure you have access to someone who knows you and your financial plan, and who has experience navigating life’s financial complexities.

Are you ready

to clarify, simplify, and organize your financial life?