We Help Provide the Clarity You Need Today, For A More Confident Tomorrow.
The Juniper Wealth Management Financial Confidence Through Financial Clarity Philosophy is built around transparency, clarity, and simplicity. We believe if you truly understood how your plan worked you will have more confidence in it actually working for you. But there’s more to it than that. Your plan has to be uniquely yours; it has to be based upon much more than just your money, paying taxes and addressing issues too late. It has to be a reflection of who you are today and what you want to accomplish tomorrow. It has to understand the people you care about and the things that matter most to you. It also has to be flexible because life is unpredictable, and it has to adapt to planned and unplanned changes.
If your current plan is only about money you may have the wrong advisor and the wrong plan.
Are you ready for true Financial Confidence? Juniper Wealth Management can help you get there!
Juniper Wealth 6-STEP Retirement Blueprint™
This exclusive process helps to ensure that we understand our clients’ unique financial, tax and estate planning needs and can assist them in creating a pathway to pursue their goals.
STEP 1: DISCOVERY
We begin this stage during our initial meeting where we get to know one another. During this 1st session we focus on what your needs are and what you are currently doing. We will determine your personal financial goals and objectives, understand your investment experience, business structure and discuss tax reduction strategies.
STEP 2: FINANCIAL, TAX, BUSINESS AND ESTATE ANALYSIS
Our team goes to work evaluating your current financial, tax, business and estate situation. Based upon those results we will develop a comprehensive report and proposal designed for your financial goals and objectives that outlines a strategy recommended for long-term success.
STEP 3: CURRENT FINANCIAL, TAX & ESTATE ANALYSIS
We meet and go over your results. If improvement is needed, then we will make recommendations and schedule another appointment to provide multiple objective alternatives.
STEP 4: COMPREHENSIVE FINANCIAL, TAX & ESTATE PLAN PRESENTATION
At this meeting we will go over multiple objective alternatives with pros and cons for each option. We will decide which option is best and then define the expectations to ensure both parties are comfortable with the plan and commitment.
STEP 5: ENGAGEMENT & PLAN IMPLEMENTATION
During this process we implement your FINANCIAL, TAX & ESTATE PLAN. At this time each client receives a fully written plan inside their custom binder.
STEP 6: MONTHLY/QUARTERLY OR ANNUAL PROGRESS REPORTS & REVIEWS
We monitor our client’s progress and performance on a regular basis to ensure the plan is performing in a way that meets their intention. If necessary, we will make adjustments to help optimize the plan in changing financial conditions.
Juniper Wealth 6-STEP Retirement Blueprint™
This exclusive process helps to ensure that we understand our clients’ unique financial, tax and estate planning needs and can assist them in creating a pathway to pursue their goals.
STEP 1: DISCOVERY
We begin this stage during our initial meeting where we get to know one another. During this 1st session we focus on what your needs are and what you are currently doing. We will determine your personal financial goals and objectives, understand your investment experience, business structure and discuss tax reduction strategies.
STEP 2: FINANCIAL, TAX, BUSINESS AND ESTATE ANALYSIS
Our team goes to work evaluating your current financial, tax, business and estate situation. Based upon those results we will develop a comprehensive report and proposal designed for your financial goals and objectives that outlines a strategy recommended for long-term success.
STEP 3: CURRENT FINANCIAL, TAX & ESTATE ANALYSIS
We meet and go over your results. If improvement is needed, then we will make recommendations and schedule another appointment to provide multiple objective alternatives.
STEP 4: COMPREHENSIVE FINANCIAL, TAX & ESTATE PLAN PRESENTATION
At this meeting we will go over multiple objective alternatives with pros and cons for each option. We will decide which option is best and then define the expectations to ensure both parties are comfortable with the plan and commitment.
STEP 5: ENGAGEMENT & PLAN IMPLEMENTATION
During this process we implement your FINANCIAL, TAX & ESTATE PLAN. At this time each client receives a fully written plan inside their custom binder.
STEP 6: MONTHLY/QUARTERLY OR ANNUAL PROGRESS REPORTS & REVIEWS
We monitor our client’s progress and performance on a regular basis to ensure the plan is performing in a way that meets their intention. If necessary, we will make adjustments to help optimize the plan in changing financial conditions.
YOUR ROADMAP TO FINANCIAL CONFIDENCE
We want you to experience our 6-Step Financial Confidence Roadmap, so schedule your no-obligation, complimentary review today. We think you’ll be glad you did!
