{"id":272,"date":"2021-10-18T17:30:14","date_gmt":"2021-10-18T17:30:14","guid":{"rendered":"http:\/\/198.199.118.135\/?page_id=272"},"modified":"2021-12-29T06:32:28","modified_gmt":"2021-12-29T06:32:28","slug":"financial-planning","status":"publish","type":"page","link":"https:\/\/www.lakehillswm.com\/financial-planning\/","title":{"rendered":"Financial Planning"},"content":{"rendered":"\r\n

A Roadmap is key when traveling to an unfamiliar destination just as a financial plan is crucial to achieving your ideal financial future. Our team will work together with you to lay out the step-by-step directions on how to reach all your financial goals. During the planning process, we will review and develop strategies to optimize your assets, liabilities, income, insurance, taxes, and estate plan.<\/span><\/p>\r\n

The Lake Hills Wealth Management steps to financial planning success:<\/p>\r\n

 <\/p>\r\n

\"\"\u00a0<\/p>\r\n

1. During our initial meeting<\/strong><\/span>, we\u2019ll identify and prioritize<\/span> your objectives. We\u2019ll explain the services we provide and discuss compensation, your responsibilities, and how decisions will be made.<\/p>\r\n

2. Next, we\u2019ll begin gathering<\/strong><\/span> information. You\u2019ll begin the process of pulling together the necessary documents and financial information, and we\u2019ll discuss your personal and financial goals, your comfort level when it comes to taking risks, and the timeframes that correspond to each of your goals.<\/p>\r\n

3. Once we have all the data together, we\u2019ll begin to analyze<\/strong><\/span> your unique financial situation. We\u2019ll take into consideration your assets, liabilities, cash flow, investments, tax strategies, and current insurance coverage to create the strategies and scenarios that will help you reach your goals.<\/p>\r\n

4. Our analysis will result in a proposal<\/strong><\/span>. We\u2019ll meet together to go over the details of our recommendations. It\u2019s important to us that the decisions you make about your financial plan are informed decisions, so we are careful to explain our rationale and address any and all of your questions and concerns during this part of the process.<\/p>\r\n

5. Now we begin to take action<\/strong><\/span>. Together, we\u2019ll decide how the recommendations will be carried out as we put your financial plan into motion.\u00a0<\/p>\r\n

6. During the ongoing<\/strong><\/span> years, we\u2019ll meet regularly to keep track of life and goal changes and new opportunities, and will continue to make adjustments to keep your plan up to date.<\/p>\r\n

YOUR (AND YOUR FAMILY\u2019S) PERSONAL CHIEF FINANCIAL OFFICER<\/h4>\r\n

As the CEO of your family, you know the ins and outs of what it takes to keep the wheels spinning and keep everyone on track. But what if you had an expert who could help you manage your family\u2019s financial future so that you have one less thing to worry about?<\/p>\r\n

At Lake Hills, we see ourselves as your personal chief financial officer (CFO). You tell us your financial goals, and we pave the way for you and your family, helping you stay on track and accomplish your goals. We\u2019ll guide you and structure our efforts to complement your family\u2019s financial plan.<\/p>\r\n

We know finances can seem complicated. Let us handle the details so you can focus on showing up for and taking care of the people you love the most.<\/p>\r\n

You\u2019re the CEO of your financial life; we\u2019re the CFOs ready to make your vision a financial reality.<\/em><\/strong><\/p>\r\n","protected":false},"excerpt":{"rendered":"

A Roadmap is key when traveling to an unfamiliar destination just as a financial plan is crucial to achieving your ideal financial future. 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