The Floyd Financial Planning Process
We follow a five-step process to create your financial plan. The wonderful benefit of our five-step process is that it applies to any financial decision or concern you have. It helps you make informed decisions about your money based on facts and an experienced team of professionals to help guide you along the way. We take the time to thoroughly explore your needs no matter the stage of life you are in to help provide a custom-tailored solution that we continue to monitor and adjust until the end of time.
Discovery
Every person has their own unique set of needs and goals. In this step we will review your current financials and connect them to your retirement.
Analysis
Assessing readiness-to-retire via ideal retirement age, we crunch numbers with global analysis tools, ensuring tailored solutions for your retirement journey.
Planning
Leveraging insights gained, we craft personalized, comprehensive financial plans, integrating proven strategies and our extensive expertise to ensure effective solutions for you.
Implementation
Upon selecting a suitable plan for your financial goals, we execute it, ensuring your full comprehension of strategies and their alignment with your retirement aspirations.
Ongoing Review and Adaptation:
We suggest annual reviews for client plans to ensure goal alignment, address evolving needs, and uncover new opportunities.
Rely on Floyd Financial for personalized guidance toward financial well-being at every stage. Begin your journey toward stability today with us!
