Our Process

Our Process

“All good things” don’t just happen.  Good outcomes usually arise out of good planning and solid execution against a good plan. With that in mind, it is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is my goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family. Importantly, this goal is not so much an end unto itself as it is a means to reaching a position where finances are not an obstacle to achieving the goals and dreams that are really important to you.  At Allgood Financial, we never forget that our services are offered to help you achieve what you want.  Whether we are ultimately successful in getting you there or not, the process will always focus on what is important to you.

We have established a process to do this that is based on two key aspects of financial security: asset preservation and wealth creation. A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset preservation in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio.

With these goals in mind, we will work together to assess your total financial planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies.

This goal-based financial security planning approach is designed to help you:

  • Define customized short and long-term goals that ensure you choose only the right financial products and services
  • Identify roadblocks or gaps that might impact your financial planning strategy
  • Continually monitor your plan to ensure it meets your changing needs

Contact us today to find out more about my financial planning process and learn how a sound financial plan can help you pursue your goals.

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

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