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Financial Planning2020-05-21T12:53:33+00:00

Developing a Financial Plan can seem like an overwhelming task. There are so many factors to consider! But like any major undertaking, progress comes one step at a time. At World Market Advisors, we’re with you every step of the way.

Lightning Financial Planning

Sometimes, all you need is a basic map. Lightning Planning is a streamlined process built around your needs, wants, and dreams that can move you along the road towards financial success. Whether you’re just starting out or just need a quick refresh, Lightning Planning is designed to deliver a detailed, actionable plan in under two hours.

Comprehensive Financial Planning

A comprehensive financial plan is a multi-stage process. It begins with the client’s needs, wants, and dreams, and moves through the six stages of financial planning: assessment, goal-setting, identifying and evaluating our choices, implementing the plan, and reevaluation. It establishes a working budget, sets up online links and categories, and gives you a way to keep on track.

Agile Financial Planning

Your life isn’t static. Neither should your financial plan be. Agile Financial Planning works incrementally and continuously to build an interim plan, revise it, create a little more, change another factor, then flexing the whole structure when you experience major life events. Agile planning delivers value right away, but the real value is realized over time – as plans and goals and dreams change and grow along with the rest of your life.

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