Financial Planning
In reference to question number four of the "Ming & Associates Difference", take the first step in controlling your future and gain a better understanding of our planning process.
THE FINANCIAL NAVIGATION PROCESS™
 Our proprietary "FINANCIAL NAVIGATION PROCESSTM" is about providing a higher level of service. It represents the new world in financial planning and is providing a unique experience for many new as well as existing clients.
Our unique experience will accomplish two things:
- Enable you to be crystal clear about those things in life that are most important to you.
- Give you tremendous confidence from knowing you are making smart choices with your money….and seeing the impact on a regular basis.
It's All About You
This process is about you. By helping you to make informed and intelligent decisions with your money, we are confident that you will have a better life. Being clear on what really is important to you and having a comprehensive written plan in place will give you much needed direction and confidence in your future.
1) DISCOVERY ANALYSIS
Through a series of unique questions
your future becomes clear and you gain
focus. You identify what’s important to
you and how to achieve it by
completing your Financial Roadmap.
2) ROAD MAP TO YOUR
DESTINATION
Planning Projections
Based on your life stage and goals, view
each year for the rest of your life with all
your financial goals, sources of income
and targets defined. This exercise will
project you into the future and give you
direction to demonstrate what needs to
be accomplished to meet your goals and
dreams.
Portfolio Blueprint
Your Investment Policy
Statement sets the stage for
a consistent and successful
investment experience
with no surprises to worry
about. Our Portfolio
Construction Breakthough
helps ensure that your
ideal portfolio strategy reflects your
individual profile and life goals.
3) THE EFFICIENCY CHECK
Tax Minimization Strategy
Many of us pay unnecessary taxes each year
and few financial products and plans are
designed to be highly tax effective. Most
people only focus on gross return. This
analysis will look at net return and optimize
your decisions through all of the various tax
cycles.
Safeguarding Your Future
It would be unwise to put a road map in
place for your future without a risk analysis
of what could go wrong. This system ensures
that your plans are protected in the event of
an unforeseen event and allows you to live
worry free.
Tax Free Estate Transfer Process
You can opt to pay large taxes at death or choose to
write the government out of your will. This process
examines ways to structure your estate to
accomplish your goals and leave your hard-earned
estate to the ones you love and the organizations
you support rather than to the government.
4) COMPLETE FINANCIAL DIRECTION
A proper financial/life strategy achieves two purposes: it
bridges the gap between where you are now and where you
want to be and allows you to ACT rather than RE-ACT your
way to success. Imagine how you will feel when you have a
step by step implementation plan addressing all your key
concerns and ensuring that all of your resources are working
in harmony towards your life goals.
5) THE DESTINATION
PROTECTION PROGRAM
Change is constant, and this
monitoring program provides
a regular review of your plan
to ensure that you are keeping
up to date. By maintaining a
long-term view together with
a regular review program you
can rest assured your entire
financial roadmap will remain
on track to meet your goals
and dreams.
If you would like to speak to someone personally about THE FINANCIAL NAVIGATION PROCESS™, simply use the Contact Us page.
Check out the Library section of this website for related articles on financial services and strategies.
|
