- About Us
- Retirement Planning
- Investment Planning
- Estate Planning
- Life Goals
- Business Succession Planning
- Roth IRA Conversion
- The Planning Process
- Financial Glossary
Companies of Focus
- Lab Employees
Oil Company Employees
- Chevron Newsletters
- Chevron General Planning
- How Personality Can Affect Performance
- Addressing Financial Planning Issues - Back to Basics
- 11 Financial Resolutions for 2015
- Midyear Review
- 5 Risks To Your Retirement Savings
- Retiring From Chevron - The Risk You Didn't Realize
- A Retirement Savings Tool You Might Be Missing
- Planning for a Long Retirement
- Roth IRA Conversions - a Golden Opportunity
- Demystifying IRA Distributions
- Simplifying Your Retirement From Chevron
- Plan Today for Retirement Tomorrow
- Managing Your Cash Flow in Retirement
- Budgeting to Retire
- Investment Risk - There's No Escaping It!
- Lessons Learned from the Market
- The Folly of Market Timing
- Dollar Cost Averaging
- Budgeting the College Lifestyle
- Fitting College Funding Strategies into your Overall Picture
- Five Ways to Cover College Tuition
- Teaching Children About Money
- Checking Up On Your Estate Plan
- Prepare Your Estate Plan for Changes in Tax Rules
- Covering All Bases for Timely Estate Planning
- Determining the Need for Disability Income Insurance
- The Hidden Cost of Health Insurance
- The American Taxpayer Relief Act of 2012
- Get Yourself in Tip-Top Tax Shape
- Think Twice About Your ESIP
- Talking Taxes
- Year End Tax List
- How Inflation Affects You
- Now That The Election's All Over
- The Flows in Your Plan
- How to Handle a Financial Windfall
- Dealing with Restructuring
- The Costs of Living Longer
- Tech Company Employees
- Client Center
- Contact Us
The Planning Process
It's no secret that financial planning can be complicated. Organization is key to making the process as easy as possible. You can simplify the process by enlisting the help of a financial planner.
Assess your financial planning need. Our questionnaire can help you decide how comfortable you can be with your current financial situation and level of financial planning. Select a planner and define the scope of the services you want provided. Preparation - set the foundation for developing a financial plan via meetings with your financial planner.
Create and implement your plan.
- Analyze your current financial situation, determine goals and define expectations.
- Identify your needs – financial and otherwise. Set priorities so you will be able to develop financial goals that will meet your needs at the appropriate times in your life.
- Let your financial planner draft a written plan to address your specific needs. Be sure you are comfortable with the plan. It's YOUR plan.
- Implement the plan. Decide what you want to implement and when.
Periodically review your plan. Try to anticipate the need for change and review your plan often. Make adjustments when your goals are not being met by investment performance or life situations dictate that change is necessary.
Planning for your financial future may seem complicated in today's world. A broad knowledge of everything, from complex investment products to elaborate tax laws, is required.
We can help. With our experience, knowledge and resources, we can help you navigate changing tax laws, volatile financial markets, inflation and evolving personal or business circumstances. We're here to help you find solutions to achieve your financial goals.
Throughout the financial planning process, we never lose sight of one essential element - personal service. We provide the best of both worlds: the resources of a large company and the personal attention you need to establish a plan for your financial future. When you partner with us, you work with a team of professionals in investment and retirement planning, education funding, insurance protection and estate and business planning.