YOUR CUSTOMIZED PLAN

"Most people don’t plan to fail, they fail to plan" – John L. Beckley

Financial Planning Based On Your Goals

CalChoice Financial understands that no one fits into a predetermined financial mold. That’s why our financial planning process is holistic, and designed to cover almost every aspect of your life, not just your investments. Every client we work with has unique goals and aspirations, that’s why every financial plan we create is tailored for you and your family.

Are you trying to retire early? Make sure your kids have enough money for college? Leave a legacy? Customized financial planning will help you achieve the financial goals specific to your current and future situation, and the plan can adjust along your life circumstances.

It’s not too late to plan for your financial future … nor is it too early! Whether you’re just starting out or have been building already, the small steps you take today can go a long way. By protecting, managing and growing your assets, you’ll feel confident knowing you’re prepared for not only what’s around the immediate corner, but also for your future.

Our financial planning process ensures that we will address your concerns and objectives in your customized plan:

Our Process

  • Financial Status & Goals

    We learn your priorities and gather facts about your current situation to help you set your financial goals.

  • Analysis

    We perform a complete analysis of the information we garnered in our discovery meeting to determine where adjustments need to be made.

  • Financial Plan

    We put together recommendations and ideas that will help you move closer to your financial goals and objectives.

  • Implementation

    After thoroughly discussing the different strategies, we will move forward and implement the one that makes the most sense for you and your goals.

  • Report & Review

    At the very minimum, on an annual basis we will get back together for an annual review to measure how we did that year and continue planning for your future.

NOW YOU KNOW HOW WE WORK

IT’S TIME TO TAKE THE FIRST STEP