Financial Plan - Overview

Our goal is to increase the probability of your success in retirement.  To help with this goal, we will create a financial plan, the Bl(u)Print, for you and your family. 

We work together to create your Bl(u)Print and it takes more than one discussion.  As we know there is a lot to discuss. Similar to a corporation, each of you has a balance sheet, income statement, cash flows, risk exposures and other financial metrics.  We utilize four financial planning modules that establish the cornerstones of your financial plan.

The four cornerstones to a good financial plan are 1) cash flow planning with stress tests, 2) tax understanding, 3) investment market risk and 4) social security strategies.  We have access to industry leading software programs through Covisum, LLC.

Logos and icons are the property of Covisum, LLC and subject to protection under the copyright and/or other intellectual property laws of the United States and other countries.  Covisum is a registered trademark of Covisum, LLC and/or its affiliates.  Sequent Planning LLC and its brands are independent of Covisum, LLC and its affiliates.