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Financial Planning

Living by Design . . . We believe in crafting a financial life plan through an open, collaborative partnership, with regular updates to reflect life’s ever changing nature, provides a blueprint for living in alignment with one’s values and purpose.

Discovery and Planning Process

  • Discover and help to prioritize your goals and aspirations.
  • Identify life transitions that you are or expect to be experiencing.
  • Gather and organize your financial data.
  • Analyze your financial condition, challenges and opportunities.
  • Develop a cash flow and investment strategy that attempts to balance your goals, tolerance for asset value fluctuations and risk capacity.
  • Help you with the financial implications of life transitions.
  • Provide written recommendations and alternatives to help pursue your life goals.
  • Help to implement financial decisions.          

Clients using these services receive a written financial plan providing them with a financial blueprint designed to achieve their stated financial objectives and goals.  Financial plans may be comprehensive or may focus only on specific areas of concern to you.  In general, a financial plan may address any or all of the following areas of concern:

  • Personal: family records, budgeting, personal liabilities, estate information, divorce planning, college planning and financial goal analysis.
  • Tax & Cash Flow: analysis and planning focused on sources of income, spending and income tax implications for past, current and future years.
  • Retirement: analysis of current strategies and investment plans to help you achieve your retirement goals.  This may include review of qualified and non-qualified retirement plans and strategies.
  • Investments: analysis of investment alternatives, asset allocation strategies and their effects on your portfolio.
  • Life Insurance:  analysis of current and future insurance needs.
  • Death & Disability:  cash needs at death, income needs of surviving dependents, estate planning and disability income analysis.

Ongoing Financial Advice and Service

  • Continue to help prioritize and implement your short- and long-term goals and aspirations.
  • Review financial plan regularly.
  • Meet regularly to review goals and progress.
  • Asset management services provided per your request.
  • Monitor life transitions that you are or expect to be experiencing.
  • Update financial plan regularly as needed.
  • Ongoing tax planning.
  • Strategize/coordinate with other Advisors (accountants, attorneys, insurance agents, etc.).

Our Services

  • Financial Planning
  • Investment Management
  • Employer Retirement Plans

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  • 110 West Road, Suite 415, Towson, MD 21204 United States
  • Phone: 410-252-0088
  • Email: info@alereplanning.com

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