Building out a comprehensive financial plan will serve as your “blueprint” or “road-map” for organizing and outlining your personal financial picture from point A (today) until point B (the end of your or your spouse’s life). Having a financial plan in place allows you to focus on your goals and objectives while understanding efficient ways to achieve them. Your plan will not only provide oversight on your investment portfolios, but it will also help identify opportunities in generating cash flow needs, tax planning, insurance opportunities, and estate planning.
Step 1 > Evaluation Meeting to define your financial goals and objectives
What you have and what you need
It all begins with us listening carefully to understand your financial goals and objectives. We will work with you to outline and define your goals by (1) separating your needs from your wants (2) setting a clear and defined timeframe, and (3) making sure each goal is quantifiable and achievable.
Step 2 > Gather Data
Our team will work with you to gather the data needed to analyze your current financial picture by reviewing your income, assets, liabilities, insurance coverage, investment portfolios, tax exposure, and estate plan.
Step 3 > Prepare an Investment Plan
How to get there
Our team will build and present you with a detailed financial “blueprint” that is personally designed to help you achieve success as you’ve defined it.
Step 4 > Implement Strategies
Activate your plan
The strategies that we develop together are implemented as we work towards achieving your goals in the most efficient capacity.
Step 5 > Monitor Plan and Review
Optimize to achieve goals
The financial planning process does not end once your plan has been created. Our team will conduct periodic reviews and provide ongoing plan monitoring to ensure your strategy remains in line with your objectives and adjustments are made as life changes occur.
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I want to congratulate my team here at The Normann Financial Group for our recent recognition by Forbes and Barron’s magazines.
In April, we were recognized once again by Forbes “Best in State” Wealth Advisors for 2022. In March for the 3rd consecutive year, we were also excited to be recognized by Barron’s in their 2022 Top 1200 Financial Advisors. Barron’s quoted that their aim was to pinpoint those who already provide exceptional service.
Although these publications recognize me with these wonderful accolades, I know I could not achieve this success without my wonderful team here at The Normann Financial Group. Please help me in congratulating them.Kel Normann
"The essence of investment management is the management of risks, not the management of returns."
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Barron’s “Top 1,200 Financial Advisors,” March 2022. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 6,186 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealthadvisors for more info.