Financial Planning

As a CFP® Practitioner, we follow the CFP® Board of Standards prescribed steps when creating a financial plan or strategy for you.
SIX STEPS TO HELP YOU CREATE A FINANCIAL PLAN
1. ESTABLISH A RELATIONSHIP WITH A CFP® PROFESSIONAL.
 
We are required to explain our financial planning services and define each of our responsibilities. Along with compensation, we discuss how long the professional relationship can last and how to make decisions.
2. GATHER YOUR DATA AND DEVELOP YOUR FINANCIAL GOALS.
 
We gather any necessary documents and discuss your current financial situation. Together, we define your personal and financial goals, including time frames. We also discuss your comfort level when it comes to taking financial risks.
 
3. ANALYZE AND EVALUATE YOUR FINANCIAL STATUS.
 
We consider all aspects of your situation to determine what you need to do to meet your goals. Depending on what services you've asked for, we may analyze your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.
 
4. REVIEW OUR RECOMMENDATIONS.
 
We will go over our recommendations, explaining the rationale so you can make informed decisions. At this stage, share any concerns with us so any recommendations can be revised if necessary.
 
5. SET YOUR COURSE.
 
We need to agree on how the recommendations will be carried out. We may carry out the recommendations or serve as your coach, coordinating the process with you and other professionals, such as attorneys or stockbrokers.
 
6. BENCHMARK YOUR PROGRESS AGAINST THE FINANCIAL GOALS YOU ESTABLISHED.
 
As you work toward your goals, we work with you to decide who monitors your progress so you stay on track. If your planner is in charge, he or she will check in from time to time, reviewing your situation and making any necessary adjustments to his or her recommendations.
 

Have a Question? Maybe We Can Help.

Have a Question? Maybe We Can Help.

info@cliftoncapital.com

DALLAS OFFICE

214.245.5091

3333 Lee Parkway

Suite 600

Dallas, TX  75219-5117

FORT WORTH OFFICE

817.763.5091

2525 Ridgmar Boulevard

Suite 224

Fort Worth, TX 76116-4524

Series 6, 7, 24, 51, 63

Check the background of your financial professional on FINRA's BrokerCheck

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Clifton Capital Partners and Cambridge are not affiliated. This communication is strictly intended for individuals residing in the states of CA, CO, FL, MD, NV, OK, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

© 2019 by Clifton Capital, Inc - All Rights Reserved

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