Our Planning Process
As part of an independent financial services firm, our professionals provide unbiased, objective advice and guide clients through a comprehensive planning process.
- We start our process with an introductory meeting to discuss how you view retirement and whether Cure Financial is a good fit for your needs regarding your finances. During this meeting, we help you look to the future and find out what you are looking for in your life, whether that is a dream vacation or a chance to make a difference through service or charitable giving.
- Next, we gather data regarding your assets. We value transparency, which means that while developing a plan we show you a complete overview of where your money is going.
- Once we understand where you and your family is financially and what you want to accomplish in life, we develop a personalized plan and investment portfolio. Depending on your needs, this may include income planning, estate planning, college planning, and insurance. We can test various scenarios to determine an appropriate balance that considers your risk tolerance, time horizon, and personal goals.
- After developing your comprehensive plan, we revisit your objectives and portfolios with a phone call every quarter and an in-person meeting every six months. We believe that a high-touch approach can provide the greatest outcomes for both you and our team.