Comprehensive Planning

A wise friend once said “Financial planning is the greatest myth of our time. It makes for interesting discussions at cocktail parties, but few planners understand it and even fewer practice it.” The harsh result is a maze of cookie-cutter plans with predictable recommendations, theoretical models out-of-touch with reality, and salespeople peddling financial products.
At Wrenn Financial Strategies, our comprehensive financial plans are custom-tailored to meet each client’s particular circumstances. Complete plans coordinate goal definition, cash flow management, debt reduction, income tax planning, retirement planning, education funding, investment planning, risk management, and estate conservation and distribution.
There you have it – a one-size-fits-one roadmap to wealth creation and management. It’s your move!
Our Comprehensive Planning Process
1
Data Collection Interview
We inventory your documents, collect data, and listen carefully.
2
Analyze Present Position
We gain perspective and launch number-crunching.
Identify & Evaluate Alternatives
We explore possibilities and unlock potential.
Develop & Coordinate Recommendations
We find the best solutions.
3
Plan Presentation
Interactive session: We emphasize client education.
Plan Execution
You choose the approach. We are available to help.
4
Monitor & Measure Progress
Markets, economy, and regulatory changes.
Reconfirm Goals
Personal circumstances change.
Review & Revise
Planning is a journey, not a destination.
5
Goal Achievement
Process transforms your goals into realities.