Financial Planning for Individuals, Couples, & Families

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No two individuals, couples or families are the same. Every situation has unique qualities and perspectives.
So planning your financial independence should be a distinctly customized experience.

Planning Wheel

We work with our clients to first help them define what financial independence means to them. For some that may mean providing an education to children and grandchildren, buying a dream vacation home, meeting the special needs of a family member, managing an inheritance or retiring five years early. Others may need assistance in developing an estate plan, diversifying investments, understanding employer benefits, or reviewing family business agreements and transfer plans – the list is endless and the decisions are uniquely your own. We know that finding a financial advisor you can trust is of the utmost importance, which is why our advisors all act as fiduciaries and we are a fee-only firm.

Get your financial goals on track - speak with one of our Financial Advisors today

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    Do I Need a Financial Plan?

    You may have done some planning along the way, but as you reflect on how to enjoy your success, you might ask yourself, “Is it enough?”. There are as many different ways to enjoy what you’ve built – and to pass it along – as there are potential missteps that can hinder your dreams. That’s why you need a plan – one that maximizes your life’s work.

    Stay On Track

    We understand that life changes, such as marriage, divorce, a new job, a spouse’s death, or the purchase or sale of a home come with financial implications. These events may require modifications to your plan to ensure that your investment plan keeps moving in the right direction. However, when such events arise, we don’t want you to be concerned about your finances. We are happy to have review meetings to accommodate these financial changes and help you stay on track.

    5 Stages of Financial Planning

    1

    Engage

    Establish and define the client-advisor relationship

    2

    Collect

    Gather client data, define goals and establish expectations

    3

    Analyze

    Process and analyze information to determine financial needs

    4

    Design

    Develop and present financial planning recommendations and/or alternatives

    5

    Implement

    Implement the financial plan recommendations

    Learn more about our process

    How can we help?

    We can help you build a financial plan designed to help your savings grow, at your preferred level of risk.

    Personalized Strategy

    When you engage our services, you benefit from personal attention and our prodigious financial experience. We pride ourselves on providing outstanding customer service and building professional relationships with our clients.

    Achieve Your Goals

    We take the time to fully understand the needs and goals of you and your family. Then we provide you with the information, advice, and alternatives you will need to make the appropriate decisions about your financial future.

    5 Questions you should ask before hiring a financial advisor

    Hiring a financial advisor is a big decision and we want to make sure you know the right questions to ask before you make your choice. Download our free guide now. 

    Download Now

    Insight has offices conveniently located in San Ramon, CA and Houston, TX.

    Regardless of your stage in life or specific needs, rest assured that the Insight Wealth Strategies team of professionals has the depth and breadth of expertise to develop customized  planning to meet your needs. 
     
    To learn more about Insight Wealth Strategies, please call us at (800) 318-7848, email us at [email protected] or fill out the request information form. 

    Financial Planning FAQs

    • Financial planners guide their clients in a variety of ways including retirement planning, wealth management and advice on a range of topics. This can include: basic budgeting, setting short and long-term financial goals, reviewing potential insurance needs, and comprehensive financial planning.
    • A fee-only planner is paid directly by his/her clients and does not receive commissions for products sold. Fee-only financial planners act as fiduciaries. A fee-based financial planner is paid by the clients, but can also receive commissions for financial products the client purchases. Fee-based financial planners are required to only recommend products that are suitable for their clients.
    • ENGAGE – Establish and define the client-advisor relationship
    • COLLECT THE DATA – Gather client data, define goals and establish expectations
    • ANALYZE THE DATA – Process and analyze information to determine financial needs
    • DESIGN – Develop and present financial planning recommendations and/or alternatives
    • IMPLEMENTATION – Implement the financial plan recommendations
    • REVIEW – Review the financial plan recommendations

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