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Personal Financial Planning WHAT IS PERSONAL FINANCIAL PLANNING? It is a process that involves identifying needs and objectives, establishing priorities based on your values, and implementing options. * Your plan may be implemented through the financial institution of your choice. Tax and legal services are not offered by The Wealth Consulting Group, WCG Wealth Advisors, LLC, LPL Financial or affiliated advisors. Financial Planning Process Gather Your Information • Financial Documents • Collection & Review • Data Vertification The financial consultants at the Wealth Consulting Group are registered representatives with, and securities offered through, LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor. WCG Wealth Advisors, LLC, and The Wealth Consulting Group are separate entities from LPL Financial. WCG employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WCG; or (2) solely investment adviser representatives of WCG. Although all personnel operate their businesses under the name WCG, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services. Identify Your Visions & Goals • Initial Consultation • Refine Goods Prepare Your Plan • Modeling “what if” Scenarios • Strategy Session • Investment Analysis Present Your Plan • Review Action Plan • Schedule Implementation • Final Review Setup Your Wealth Website • Monitor Accounts • Track Cash Flow • Update Documents Implement Your Plan* • Investments • Insurance • Accounting • Legal Periodically Review and Revise • Reassess Objectives & Goals • Reassess Strategies
