Financial Planning Services
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What a Financial Planner can do for you
The Financial Planning Process
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The Financial Planning Process...

1) Of primary importance, we will discuss our client-planner relationship-- defining the nature of it, how we will collaborate throughout the process, and how decisions will be made as we proceed.

2) Next, we will discuss your personal and financial goals, needs, and priorities. In addition, we will gather information regarding your financial life, such as, significant dates (e.g. anticipated retirement dates), incomes, investments, and personal expenses (e.g. upcoming weddings, vehicle purchases, or family vacations). All of these items help us to better understand your current situation. (Please note that for Issue-Based Plans, only specific sources of information are required, depending on the area of focus.)

3) We will review all of your financial data and develop a preliminary analysis, in light of your goals, which we will then review with you.

4) Subsequently, we will develop and present you with a financial plan and recommendations tailored to meet your personal and financial goals.

5) Together, we will implement the recommendations you have chosen to put into action. Should you require or desire the service of any other experts, we will be happy to coordinate their work with ours.

6) Finally, we will continue to monitor and update your plan in response to any changes in your personal and/or financial situation. Our ultimate goal is to make sure you achieve yours!

Levels of Planning

Comprehensive Financial Planning
If you have goals or concerns in multiple areas of your life, this is the level of planning for you. Through a full review of your finances, we will analyze and highlight the most critical areas, determining how these areas impact each other and what steps you can take to achieve your life goals.

Issue-Based Financial Planning
For those of you more interested in having a specific goal or concern addressed, this is the level of planning most appropriate for you. By focusing our analysis, we are able to customize your plan to address the specific goal you have in mind.

Specific Areas of Analysis
Areas of analysis that can be focused on include:

• Asset Allocation              • Estate Planning          • Long-Term Care           • Retirement
• Cash Flow                       • Life Insurance            • Net Worth
 

Baylake Bank | 217 N. 4th Avenue, Sturgeon Bay, WI 54235
(920) 743-5551 or (800) 267-3610
Copyright © 2014 Baylake Bank.  All rights reserved.

Heather Weller photo
Heather Weller, CFP®
Trust Officer
(920) 431-3601
1-800-580-4440