FINANCIAL PLANNING SERVICES
Financial planning is a journey. As your financial guide, we will help you identify your destination and draw up your map with turn by turn directions. And we’re there for you along the journey to keep you on track. Here is a partial list of some of the more specific advice and planning we provide clients on our journey together:
Cash Flow and Debt Management
Have you created a budget? Is it working for you? Are your saving/spending targets realistic and in line with your goals? Do you have a plan for eliminating debt? How do you prioritize debt? How do you finance a wedding, vacation home, or large purchase? Should you buy or lease a home or car? When should you consider refinance?
Student Loan Planning
Should you pay off loans or invest? What is your plan for repayment? How can you maximize PSLF? Are you filing for employment verification? Are you staying up to speed on new repayment options for PSLF? What about PSLF and tax planning? Have you considered refinance?
What’s your plan for education funding for your children/grandchildren? Which education funding vehicles are best for you? Are you on pace to achieve your goal?
Should you be reviewing your employee benefits each year? Are your benefits incorporated into your financial planning? Which benefits should you utilize and how do you structure them?
Should you create a will, trust, power of attorney, or living will? How do you organize your estate planning to minimize the burden on your loved ones?
How much money will you need to retire? Are you currently on pace to meet your retirement goals?
What should you know about planning for your dependent with special needs? How should you manage a large windfall of money (inheritance, bonus, gift, etc)?
Risk & Insurance Planning
Do you have enough insurance? How often should you be shopping your insurance coverage? Are your premiums too high? Do you have the right type of coverage?
What is your investment strategy? How are your investments performing? Are you paying hidden commissions and fees that aren’t necessary?
How do you position your assets as you build wealth? Should you be doing end of year tax planning?
When should you hire other advisors? When should you get a second opinion? Are your advisors coordinating on your behalf? Who is the quarterback? Who is holding you accountable?
Are you interested in having a conversation? We’d love to connect! Click here to request a free consultation. We look forward to hearing from you.
Looking to create your own financial plan? Click here to download our free guide to getting started.
Wrenne Financial Planning LLC (“WFP”) is a registered investment adviser offering advisory services in the State of CO, IN, KY, TX, TN and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.