Disclosures:

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA www.finra.org / SIPC www.sipc.org / Broker Check https://brokercheck.org The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: AK,AZ,CA,CO,CT,HI,IA,KS,MN,MS,MT,NC, NM,NV,OH,OR,SC,TX,WA,WI

Financial Planning

Truly understanding and evaluating where you stand today is the first step in taking action and developing a sound plan.  For our planning clients, we use a multi-step approach to create and maintain financial plans: 1. Introduction. Our initial planning meeting will define the scope of the planning engagement. This is when we determine the contractual arrangements and the specific planning needs. 2. Data Collection. Our next meeting will be to gather any and all information pertaining to the area of planning. 3. Analysis. We use our experience, education and tools to analyze the information you have provided. 4. Recommendations. This is when the partnership between a client and planner truly flourishes. When reviewing the recommendations, the planner and client select, adjust and revise until the plan is truly actionable. 5. Implementation. Both the client and the planner will have responsibilities on which to act.  A financial plan is useless unless fully implemented. 6. Accountability. This step is imperative to keeping a plan on track. Monitoring by both the planner and the client will reveal influential changes that require adjustments.

Tools for Evaluating

your Financial Goals

Your financial goals can be evaluated with these financial calculators, available through the Financial Industry Regulatory Authority (FINRA). Savings Calculator Retirement Calculator College Savings Calculator Have Questions? Check out our FAQs Page or Send me an e-mail with your Questions!
Copyright © 2016 - All Rights Reserved -  Mountain View Financial    (619) 867- 0668    7863 La Mesa Blvd., Suite 202. La Mesa, CA 91942

Disclosures:

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA www.finra.org / SIPC www.sipc.org / Broker Check https://brokercheck.finra.org The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: AK,AZ,CA,CO,CT,HI,IA,KS,MN,MS,MT,NC,NM,NV,OH,OR,SC,TX,WA,WI
Copyright © 2016 - All Rights Reserved -  Mountain View Financial    (619) 867- 0668    7863 La Mesa Blvd., Suite 202. La Mesa, CA 91942

Financial Planning

Truly understanding and evaluating where you stand today is the first step in taking action and developing a sound plan.  For our planning clients, we use a multi-step approach to create and maintain financial plans: 1. Introduction. Our initial planning meeting will define the scope of the planning engagement.       This is when we determine the contractual arrangements and the specific planning needs. 2. Data Collection. Our next meeting will be to gather any and all information pertaining to the  area of planning. 3. Analysis. We use our experience, education and tools to analyze the information you have  provided. 4. Recommendations. This is when the partnership between a client and planner truly flourishes.  When reviewing the recommendations, the planner and client select, adjust and revise until the  plan is truly actionable. 5. Implementation. Both the client and the planner will have responsibilities on which to act.  A financial plan is useless unless fully implemented. 6. Accountability. This step is imperative to keeping a plan on track. Monitoring by both the  planner and the client will reveal influential changes that require adjustments.

Tools for Evaluating your Financial Goals

Your financial goals can be evaluated with these financial calculators, available through the Financial Industry Regulatory Authority (FINRA). Savings Calculator Retirement Calculator College Savings Calculator Have Questions? Check out our FAQs Page or Send me an e-mail with your Questions!