What is a wealth plan?
In its simplest terms, a wealth plan is a monetary roadmap to achieve both your personal goals and financial health. Soon after enrolling as an FPI Group client, you will begin a discussion with your financial advisor about identifying your long-term and short-term financial goals. With your assistance, we begin collecting all the available information about your income (present and future), liabilities (current and aspirational), investments and return, insurance, cash flow and tax rates. Once this step is completed, the data is summarized for you into an easy-to-read document which not only gives you a snapshot of your current financial outlook, but also allows you to see the impact of individual changes as either circumstances or goals change.