Financial Planning

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Vertex Financial Advisors’ financial planning process leads you through constructing a clear vision of your personal, family and business goals, and preparing your finances to support that vision. As a firm of independent thinkers, our advisors apply our own knowledge and experience into crafting a strategy uniquely tailored to you.

What’s included?

A comprehensive financial plan provides an analysis of your strengths and weaknesses and opportunities and threats that could either enhance your chances at financial success or derail them. Written, easy-to-understand action steps. Recommendations that are in your best interest with no product sales or commission (we are fee-only fiduciaries) Financial goal setting, scenario analysis, and help with making financial decisions Net worth analysis/tracking as a barometer to see how you’re doing A summary of your income and cash flows including any necessary recommendations Retirement projection(s) based on your goals Access to your own cash management schedule to help visualize your progress Assistance with planning, when and how much to invest, and in what type of account based on your goals and needs An asset allocation recommendation for retirement and non-retirement accounts Identification of strategies that could optimize your financial position, including those related to tax-advantaged accounts and debt Career planning and brainstorming as it relates to your finances A review of your estate planning documents A full risk management analysis to determine what risks you are exposed to and strategies to mitigate those risks Referral to other professionals if needed, such as CPAs, insurance brokers, or attorneys, to assist with implementation Unlimited virtual/email follow-up as needed while engaged as your financial planner