Where a retirement plan might look across broader aspects of your life, a financial plan dives deep into the monetary components of your plan. What are the costs and benefits of each component and how do they work together?
Our Financial Planning Process
We start by analyzing your budget and current cash flow.
We’ll then explore the financial components that relate to:
- Education funding (college funding)
- Insurance needs
- Tax planning
- Estate planning
- Long-term care planning
- Distribution strategy
Your Wealth Phase Will Direct Your Financial Planning Strategy
Depending on what wealth phase you are in, your needs will change and we can help you develop a personalized and flexible strategy.
Whether you are in the wealth creation, wealth preservation or wealth transfer stage, Sutter Wealth Management strives to create an appropriate and personalized plan for you.
Comprehensive Financial Planning
We strive to create a comprehensive plan that may also include business planning, trusts, and charitable planning.
A Personalized Financial Strategy
We spend considerable time reviewing your current situation and what it will take for you to achieve your goals. We put together an action plan for you to follow in pursuit of your goals in hopes that you can live life the way you want to live.
Would you like to talk through your plan with us or simply ask questions? Please give us a call.
We’re located in Roseville, CA just a short drive outside of Sacramento, CA.
Sutter Wealth Management
3500 Douglas Boulevard Suite 150
Roseville, CA 95611