Financial Planning 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 needsTax planningEstate planningLong-term care planningDistribution strategyYour 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 StrategyWe 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.