Stage 2
Financial Plan

Robert Tick

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Robert Tick, PFP®, CIM®, FCSI®
Estate and Insurance Advisor
The Financial Formula for Families > Stage 2: Financial Plan

There are countless tools and strategies that we can employ as part of your overall financial plan, but more important is understanding the full scope of your dream or vision – the capital you're investing and the wealth you're building matter only insofar as they can help you realize those dreams.

With this understanding, we can evaluate those strategies and tools that stand to benefit you the most over the long term. What we end up with at the end of the financial planning stage is a clear, comprehensive financial plan that lays out your short- and long-term goals and how we plan to achieve them.

Your comprehensive plan involves:

  • Cash flow planning
  • Family wealth projections
  • Tax management strategy coordinated with your accountant
  • Insurance options including whole life, term and disability
  • Working with your lawyer to ensure wills and legal documents are up-to-date

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It's our belief that the wealthy approach investing in a fundamentally different way than most, and it’s this approach that we’ve designed our investment process to emulate.
Robert Tick, PFP®, CIM®, FCSI®
Investment Advisor