Broker Check

Creating My Financial Plan

Take A Risk Tolerance Questionnaire

Portfolio Stress Testing


Select the button to the left and answer a few questions to help us understand your individual risk tolerance.

Elements of Your Financial Plan

We believe that financial planning is a lifelong process based on your needs, values and personalized goals. The financial planning process can guide you through the four basic “life cycle phases” that are the accumulation phase, pre-retirement phase, retirement phase and legacy phase. When we work with you to create your personalized financial plan, it is like putting together the different pieces of a puzzle to make them all fit together properly.  The different components of a financial plan include:

  • Financial Goal Setting – to define your financial and personal goals
  • Cash Flow Analysis - to create a personal budget
  • Retirement Savings Planning – to see if you are on track to retire at your preferred age, with a strategy tailored to your situation
  • Retirement Income Planning – to create a plan to draw income from your assets in retirement
  • Asset Allocation -  to determine the appropriate investment allocation based on your risk tolerance, objectives, etc.
  • Goal Funding -  investing money for your personal goals
  • Education Funding – to determine a strategy to invest  for your child’s education
  • Life Insurance – to determine the amount and type of policy for your personal situation
  • Planning for Long Term Care – to develop a plan to handle the potential cost of long term care
  • Estate Review – to discuss your current estate, including various existing estate planning techniques and strategies

Financial Journey Partners, nor any of its members, is an estate attorney, and do not provide legal advice.  For legal advice, please contact your legal professional.

Asset allocation is an investment strategy that attempts to manage risk within your portfolio but it does not guarantee profits or protect against loss in declining markets.

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