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Sophisticated Planning

Sophisticated planning can help you set priorities for working toward long-term goals as well as help provide protection against unexpected life events to ensure a smooth transition through life’s financial phases.

The Financial Roadmap can encompass all aspects of a client’s financial picture. It is designed to help a client decide on which financial goals to prioritize, develop strategies around multiple financial objectives, and can dive deep into tax planning/projections, estate planning, or generational wealth transfer. Extremely detailed and narrative recommendations can also be delivered in addition to an action checklist*.

This plan will serve as the foundation for future financial decisions. ”

A Financial Roadmap can be used to study the impact of stock option exercises, college education funding, family gifting strategies, charitable giving programs, business sale and purchase, and many other complex financial situations. It can also answer questions that will help you further define your goals.

Other Financial Needs

Once the Financial Planning Process is complete, Valley National Financial Advisors will be here for the rest of your financial needs. At your option, VNFA can assist you each step of the way toward achieving your financial goals.

At its core, financial planning is the process of building a relationship with a trusted professional to:

  1. Help define long-term financial goals and life dreams.
  2. Develop a detailed strategy to achieve those goals.
  3. Make informed decisions as you progress.
  4. Monitor the plan and make adjustments as needed.

*Please Note: Limitations.  The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client.