Financial planning involves a comprehensive evaluation of an investor’s current and future financial state.
At Quinn Stauffer Financial, we undertake this analysis by using your currently known facts and variables to predict your future cash flows, asset values for your investments, and any withdrawal plans you have on the horizon.
We can use your current net worth, tax liabilities, asset allocation, and future retirement and estate goals in developing your plan. These will be used along with estimates of asset growth to determine if your financial goals can be met in the future, or what steps need to be taken to ensure that they are.
There is no specific template for a financial plan. That’s why at Quinn Stauffer Financial, we’re proud to have the training and capabilities to ensure that all considerations of your future life goals, future wealth transfer plans and future expense levels are coordinated together in one, single holistic plan.
Budget and cash flow planning can alert you when a change is needed.
Better plans respond well to tactical adjustments along the way to accommodate changes in the markets – or personal circumstances. To be effective, such tools should also be fluid, with occasional updates when financial changes occur.
We can also monitor your plan to determine whether you will have sufficient funds to meet future needs