Financial Planning

You likely have several financial planning pieces in place—you pay taxes, invest at least a portion of your savings, have some insurance, and maybe you have done some estate planning and retirement planning—but chances are each of these pieces was developed independently and at different times in your life. These pieces of financial planning are probably not working to their full collective potential.

Thompson Advisory Services works on the principal that to be effective, financial planning efforts must be coordinated to work together. Each piece of the financial plan needs to accomplish its own specific tasks as well as support the tasks of each other piece. We call this life-integrated financial planning, and we are experts at it. We look at your entire financial picture and help you fit the pieces together properly.

We will ask you lots of questions, including:

• What does your ideal life look like? This description will inform the goals we will set for your financial plan and help you to measure your progress. Read more about Goal Setting.
• Where does your money go each month? We will look at your spending patterns and how they support or detract from your goals. Read more about Cash Management.
• Are you and your assets adequately and properly insured? We will talk about what policies you currently have in place and identify areas where your coverage may need to be improved, or where you may be paying for more coverage than you need. Read more about Risk Management.
• Will you be able to retire with the lifestyle you want? We will develop a plan to get you there. Read more about Retirement Planning.
• Who is deciding what happens to everything you’ve accumulated when you die—you or the state? We will identify the important issues you will need to consider and help you to weigh your options before you meet with your attorney. Read more about Estate Planning.
• Are you funding your child’s education at the expense of your future? We will analyze your education funding needs and explore all of the options available to you for meeting them. Read more about Education Funding.

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