Financial Planning

Team Financial Strategies' main objective is to provide a financial plan for clients that include the client's stated goals and implement a roadmap to meet those goals. As the relationship proceeds, the financial planner will be responsible for gathering information from the client and making changes to the client's plan as necessary. The planner will also keep the client current with the status of their originally stated goals through semiannual or quarterly reviews.

TFS believes that a financial plan is one that includes: cash flow/buget analysis, retirement, insurance, estate and investment plans. Additional planning items include education plans and planning for shorter term goals such as vacations, life events, and special purchases.