Have a Plan
Financial planning is the compass that sets the course for evaluating the investment options available that will help bring goals and dreams into focus.
Building Your Total Strategic Plan
We take time to develop a complete understanding of who you are, how you perceive finances and what matters most to you. When you choose McCaleb Wealth Management, you are entering into a very unique long-term relationship. It’s a relationship that combines financial experience with personal knowledge of your priorities to plan, protect and maintain your vision of the future.
Our approach to financial planning begins with a personal discussion about your goals and dreams. It’s about where you are today and where you see yourself tomorrow. We are dedicated to helping you prepare for your future, making optimal decisions, projecting the consequences of these decisions and then comparing future performance against that plan.
Phase 1: Design Your Total Strategic Plan
We will seek to understand your unique scenario and design a plan that meets your needs.
- Understanding Objectives
- Gathering Data
- Investment Analysis
- Tax Analysis
- Risk Analysis
- Arrive at Core Strategies
Phase 2: Implementing Your Total Strategic Plan
We will educate you on the core strategies and solutions in your plan before implementation.
- Asset Preservation
- Tax Planning
- Financial Planning
- Investment Management
- Risk Management
- Estate and Legacy Planning
Phase 3: Committed To Your Total Strategic Plan
We will monitor your plan with regular checkpoints for formal review and adjustments.
- Research
- Investment Allocation
- Portfolio Monitoring
- Client Review
- Tactical Changes and Adjustments
