Get a second opinion about your financial plan.

Precision Financial has a team of financial planners that can help you create a comprehensive financial and investment plan using a simple and easy-to-understand method. It feels good to have a formal financial plan, let us help you develop yours!



Our financial planning process

One of the most important steps of planning your retirement is creating a robust, comprehensive and complete financial plan. Having a formal financial plan that you can review periodically with your planner will ensure you stay on track to meet your retirement goals.

Precision Financial offers comprehensive financial planning services to our clients as a compliment to their overall investment, insurance, and retirement plan. We also offer this service to our group benefits clients. Below are the steps we use to identify, collect, and present your financial plan so that you will feel comfortable with our process and some of your questions may be answered prior to meeting with us.

Identify needs

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Gather Information

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Develop Plan

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Present & Deliver

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Implement Plan

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Review & Update

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How it all fits together

Precision Financial’s planners establish and define the relationship with our client.  Our financial planners inform our client about the financial planning process, the services the we are licensed to offer, and our competencies, qualifications and experience. At this point, we determine whether the services offered by the planning professional and his or her competencies meet the needs of our client. Our financial planners consider his or her skills, knowledge and experience in providing the services requested or likely to be required by our client. Our planners discuss if he or she has, and discloses, any conflict(s) of interest. Our planners and our client agree on the services to be provided. We describe, in writing, the scope of the engagement before any financial planning is provided, including details about: the responsibilities of each party (including third parties); the terms of the engagement. We thoroughly discuss compensation and potential conflict(s) of interest that might arise. The scope of the engagement is set out in writing in a formal document signed by both parties or formally accepted by the client and always includes a process for terminating the engagement and a copy of our privacy policy.

What is a financial plan?

A financial plan is a comprehensive evaluation of an individuals current and future financial state by using currently known information and variables to predict future income needs, cash flows, asset values and withdrawal plans. Most individuals that are wishing to develop a formal financial plan will work in conjunction with a financial planner and use current net worth, tax liabilities, asset allocation, and future retirement and estate plans to develop their financial plans. The information provided to the financial planner is used along with estimates of asset growth to determine if a person’s financial goals can be met in the future, or what steps need to be taken to ensure that they are.


Get a second opinion about your investments