When our planning focuses on supporting the truly meaningful aspects of your life,
the financial clarity we provide becomes purposeful to you…
Financial Planning
Our Financial Planning process involves Five Phases
Get Acquainted – Where we begin by learning about you, your financial goals, and if Everimagine may provide the right Financial Planning for you.
Get Started – Where we introduce you to the financial planning process and tools, while discovering more about you, your financial condition, needs, and financial views.
Gather Data – Where we continue and finish gathering all relevant financial data/documents, personal information, and your choices/assumptions for the plan.
Set Goals – Where we finalize our understanding of your financial goals, values, and what you truly care about and want to support in your financial plan.
Present the Plan – Where we present your plan, review our assessment of your financial condition, explain our analysis and recommendations within the context of your goals, values, needs, and preferences now and over the long term.
Throughout these 5 phases, our customized comprehensive financial planning incorporates your necessary and relevant financial areas. They may include the following:
- Retirement, long term care, and estate planning
- Employee benefits, insurance, and tax analysis
- Funding college, home purchasing, or supporting other major financial goals
- Budgeting/cash flow, managing and reducing debt, e.g., student loans, mortgage, HECM, HELOC, etc.
- Investment advice. Note: asset management is provided as a separate additional service – See Asset Management section.
Financial Planning Options
*The information being provided is strictly as a courtesy/convenience. When you link to any of the web sites provided here, you are leaving this website. We have no representation as to the completeness or accuracy of information provided at these websites. EFP is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, web sites, information and programs made available through this website. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for use of the web sites you are visiting. EFP does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to EFP’s web site or incorporated herein, and takes no responsibility thereof.