Most financial planning is boring. That’s not how we approach it.
Like most things in life, there are seasons for everything. A late spring frost or a summer thunder storm can do lots of damage if you aren’t prepared. But when you take care to cover the plants and secure your screen windows, you’ve just given yourself a sense of security. When life throws something your way, wouldn’t it be nice to know you’ve already planned for it?
That’s why we’ve adopted the 4 seasons of Financial Planning.
Winter and year-end are a time of reflection. We look on the year, what we’ve accomplished, what we’d like to do better next year. We take into account what’s most important to us in life. Why not do the same for your finances?
Spring is such a beautiful time of year. The growth and change that happens during this season reminds us that no matter how bleak the winter was, spring always comes. Even still, we never know quite what will happen during this time. We make preparations knowing that it could be 80 degrees one day and snowing the next. Even so with finance planning, it’s important to plan for any possible situation.
Summer is go time. Bike rides and pool parties. Evening walks and 5k’s with friends. We know the weather won’t last so taking advantage of every summer day is a must. Financially speaking, summer is a time for doing. Strategy becomes action as we dive into our carefully made plans and see what we can get accomplished.
With Fall comes cooler days and more routine. Bonfires and pumpkin spice everything abound as we ease our way back into familiar patterns. Where winter is a time of reflection and goals, Fall is more about planning. From year end tax strategies to long-term planning, this season is all about grasping the last and best days of the year before winter sets in.
Here in the Midwest, we’d always feel like we were missing out if any of the 4 seasons was excluded. Each one adds a unique element to our calendar year. So it is with the 4 Seasons of Financial Planning. All are unique and all are necessary.
Interested in learning more? Fill out our diagnostic to learn which season you are in.
Method 10® Seasonal Planning
Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Advisors, Inc. Method 10® is property of 1st Global Capital Corp. Copyright ©2019. All rights reserved.
Stopp & VanHoy exists to cultivate value for clients by offering quality professional services and advice that responds to their client’s needs.
We help individuals with their personal financial planning as well as their business.
Next steps? / How we work / How the process works
All of our financial planning is done on a fixed price basis. Planning with us doesn’t commit you to transfer your investments or even open investments with our firm. We’re here to give you the very best in financial planning, regardless of where your current investments are held.
Step 1 – We get to know each other. We review your tax returns, investments and most importantly, talk to you about your values.
Step 2 – Once we decide to work together, we align your values and goals around the creation of a financial plan.
Step 3 – We review the result of our financial plan together and discuss any current suggestions to be implemented immediately.
Step 4 – We schedule 4 meetings in alignment with our Seasons of Advice to continue our financial planning and education.