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Sample Financial Plan Components


REQUIRED DOCUMENTATION



At Resilient Asset Management, we have an on-line, streamlined, and secure onboarding process.  We have optimized the list of requested data into a point-and-click intuitive form for our client's ease of use.

We also request the following from you:


  • Tax Returns
  • Brokerage Account Statements
  • Thrift Savings Plan Information
  • Estate Documents
  • Insurance Information
  • Social Security Statements


  • Pay Statements
  • 529 Plan Information
  • Employer Retirement Plan Information
  • Employer Benefit Informations
  • Other information as required


Please read more about the documentation we request and why we need it on our Blog Post.



LIFE INSURANCE & RISK ASSESSMENT


  

At Resilient Asset Management, we have a proprietary method to arrive at a recommendation for our Clients' Life Insurance Needs.  

In addition to Life Insurance, we also assess Disability Coverage, Property & Casualty Coverages, and Employer-Provided Benefits.

We don't sell Life Insurance, though we have an active network of Life Insurance Agents to whom we can refer you for your life insurance needs.

You can read more in-depth about our Risk Assessment process on our BLOG Post.


 

CASH FLOW ANALYSIS



At Resilient Asset Management, we work with our Clients to identify where their money is going on a monthly, quarterly, and yearly basis.  We strive to arrive at two key numbers:  1) A targeted savings amount & 2) A discretionary spending amount.

Please read more about the documentation we request and why we need it on our Blog Post.



PERSONAL FINANCIAL STATEMENT  



At Resilient Asset Management, we meticulously track our Clients' Net Worth via a Personal Financial Statement.  With this tool, we can track ALL a Client's Assets, not just investments, and provide fingertip access to this overarching perspective of their current financial situation.


ESTATE PLAN



At Resilient Asset Management, we work tirelessly to ensure ALL our Clients have an up-to-date, executable, and cogent Estate Plan.  Not only do we ensure our Clients seek out appropriate Legal Counsel, we also review Estate Plans annually.

Please read more about the documentation we request and why we need it on our Blog Post.


Need more details? Contact us

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