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See a Sample Financial Plan

| April 18, 2017
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When did you last make a major purchase sight unseen? You most likely haven’t.

It would be incredibly risky to buy a car without driving it first, or put an offer on a home you haven’t walked through. So why should you pay for a financial plan without knowing what to expect?

As financial plans are supposed to be uniquely tailored to each client’s individual needs, circumstances, and goals, advisors can’t easily provide one without working extensively with the person. However, we were up for the challenge and wanted to create something that could help people better understand what a financial plan may look like should they choose to work with us.

What Does a Financial Plan Entail?

Financial plans can address a myriad of concerns and goals, from college planning to retirement income strategizing. Depending on your needs, your plan may focus on one overarching element, or multiple goals you’d like to achieve over time. Whatever you choose to focus on, your financial plan is designed to serve as your roadmap, helping you get started at Point A and make your way to Point B.

At Haydel, Biel & Associates, we offer comprehensive financial services, including the development of your own financial plan. Throughout our planning process, our clients gain a complete view of their wealth and understand each of the integrated components including:

  • Understanding what financial freedom means to them
  • Defining their values that drive their decisions
  • Clarifying their financial goals
  • Prioritizing what is most important to them
  • Planning to leave a lasting legacy

The result is a simple yet powerful roadmap to guide our clients towards financial freedom. Through our multifaceted approach, we focus on providing you with an effective game plan and advice that you can understand and get excited about. Our comprehensive Wealth Cycle is designed to help you weather any economic climate.

While most people leave their financial advisor confused about what’s happening with their money, we do all we can to ensure you’re completely aware of your financial plan and the reasoning behind our recommendations. Money doesn’t have to be complicated, and we do all we can to make the complex simple.

See Our Sample Financial Plan

We’ve developed a sample financial plan that reflects our planning process. It looks at a fictional person’s lifestyle income plan and how we developed it, including identifying their goals, creating a balance sheet, reviewing their cash flow, and more.

Keep in mind that this is only a hypothetical plan presented to illustrate what a client’s plan may resemble should they work with us. The characters and circumstances are completely fictional and are for illustrative purposes only. Be sure to seek the advice of a qualified professional for your particular situation and not rely upon any of the information herein to make personal financial decisions.

Take a look through our sample plan here to see how our proven process helps you accomplish your goals and enjoy financial freedom. Once you’ve reviewed, give us a call and we can discuss further how we can create a tailored financial plan for you. You can reach me at(626) 529-8347 or email me directly at [email protected].

About Ricky

Ricky Biel, CRPC® is a wealth manager with Haydel, Biel & Associates, an independent financial advisory firm serving individuals and families near Pasadena, California. The firm was founded in 2004 by Chris Haydel and Ricky Biel with a desire to provide unbiased, client-centered, community-based financial advice. Together, they have built a practice that has grown into a family of caring, smart professionals committed to blending proven investment methodologies with creative financial technologies that make it easier than ever to accomplish your goals. They strive to keep things simple and fun to give their clients peace of mind and alleviate financial stress. HBA Wealth takes care of their clients’ needs first and foremost and goes the extra mile to make their clients’ finances grow. To meet and see how the HBA Wealth team may be able to help, contact them today at (626) 529-8347 or email Ricky directly at [email protected].

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