Our Process

Our Financial Planning Process is Built Around Six Components

Our financial planning process is built on six core principles. We believe a solid financial plan must have all six elements to be successful.

By strictly adhering to our process with every client, we bring necessary structure to your financial plan. We are professional financial planners dedicated to your success and will provide ongoing support where you need it most.

Conflict Free Guidance

We bring structure and discipline to your financial plan. We are professional financial planners dedicated to your success and will provide ongoing accountability where you need it most, ensuring nothing is neglected.

To better understand our client’s needs, we’ve asked them what they like most about what we do. Their most common response: What helped us the most is what we didn’t consider until we talked to Callahan Financial Planning. So while we call it Conflict Free Planning, it ultimately means people who truly care about your success.

Get Started Today:

Organize

During this step we gather all the information necessary to make prudent and educated decisions. This can include gathering account statements, policies, estate planning documents and more. When requesting an initial appointment with Callahan Financial Planning, we will provide a guide to allow you to prepare for your meeting.

Analyze

We work diligently to make sure we fully understand every aspect of a client’s current situation and define reasonable goals for the future. We seek to identify the appropriate financial values and variables that make up a plan, and pinpoint specific goals we’ll be pursuing.

Plan

We summarize the analysis completed prior with a precise outline of the goals we understand today and the specific steps needed to be taken to ensure a successful achievement based on what is most important to you.

Implement

We work closely with our clients to help them implement every aspect of their plan. Our experience and organization ensures a seamless and convenient setup for clients.

Manage

Management cannot be done without a proper plan. Our structure looks to monitor:

  1. Our progress to our specific goals
  2. Whether we’ve strayed from our plan, and if it is a good trend
  3. What should, and what should not, be changed to our plan

Advance and structured planning is a client’s best defense from long-term investment losses and other significant negative financial events.

Evaluate

We provide structure to ensure financial decisions are rational and not influenced by emotions unnecessarily. The evaluation process involves making necessary changes and supporting the things that are still contributing to our success.