Synergy Asset Management

Financial ManagementFinancial PlanningInvestment Management

Six Steps to Successful Financial Planning

Six Steps to Successful Financial PlanningAs a busy business owner, you have a lot on your plate. You have a business to run, employees to manage and a never ending stream of challenges. Sometimes this means that you neglect yourself and your own financial planning because you simply don’t have time to deal with it.

Unfortunately, not making time for such an important task can hurt you and your business. We want you and your business to be successful, so why we’ve broken financial planning down into six easy steps:

  1. Identify and prioritize your goals.
  2. Gather data – quantitative and qualitative.
  3. Analyze and document findings.
  4. Present problems and solutions.
  5. Implement strategies.
  6. Monitor and make adjustments as needed.

We’ll meet with you, get to know you and help you identify and prioritize your personal and professional financial goals. We’ll gather some data, analyze it and then offer you a range of solutions to choose from. We put together a plan, implement it and check it periodically to see how we’re doing. You can be as involved – or as removed from the process – as you want to be.

Call 206-386-5455 or email today to set up your no obligation, complimentary consultation.

To your wealth,

President of Synergetic Finance

Joe Maas



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