Financial Planning
Where do you want to retire? Where do you want your vacation home? Where would you like your child or grandchild to go to college? Where do you need to be financially? Define where you want to Be. And let us plan to get you there.
Clayton Wright Wealth Management provides educated, examined, experienced and ethical standards of financial planning professionalism to the clients of our practice. Independent from Wall Street, we serve Main Street customers.
Our Six Step Financial Planning Process:
- Establishing and defining the client-planner relationship
- Gathering client data including goals*
- Analyzing and evaluating the clients financial status
- Developing and presenting financial planning recommendations and/or alternatives
- Implementing the financial planning recommendations
- Monitoring the financial planning recommendations
Getting Started*:
Useful documents to bring with you during your first data gathering meeting with Clayton Wright Wealth Management:
Banking and brokerage statements: checking, savings, money market, education savings accounts, and brokerage accounts.
Retirement asset statements: statements for all of your retirement plans, including individual retirement plans, pensions, 401(k), 403(b), and profit-sharing plans, showing current balances and investments.
Debt Statements: for your mortgage or home equity loans, credit cards, auto loans, student loans, etc.
Other financial documents: If you have life insurance, an annuity, a trust fund, or other similar type of financial assets, bring along those documents as well.
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