The Willow Creek Planning Process 

Making good financial decisions is challenging in today’s increasingly complex environment. Personalized planning allows you to make informed choices. We will help you define steps to reach your life goals which, in turn, will simplify your financial decision-making.

Our planning process organizes your financial affairs and gives you the knowledge and guidance to make educated financial choices. It’s custom-tailored to you, your long-term goals, and your values.

We start by gathering and analyzing all aspects of your financial resources. You will work with a CERTIFIED FINANCIAL PLANNER™ professional in creating an initial road map clarifying the steps we recommend to reach your goals. And the planning process doesn’t stop there. We review the plan regularly, considering changes in your personal circumstances and the global economy. Applying discipline and strategy to a well-thought-out financial plan provides clarity that allows you to pursue your life and interests with confidence and peace of mind.

Your plan is framed by a process based on the best practices laid out by the Certified Financial Planner Board of Standards and is rooted in decades of experience by the nation’s leading personal financial planning professionals.

Your Financial To-Dos: Done.

• Your financial affairs will be organized.
• Your needs and goals in life will be identified.
• You’ll understand your assets and liabilities.
• Your cash inflows and outflows will be analyzed.
• Your employee benefits will be clarified.
• You’ll have a plan to achieve your life goals and for a financially secure retirement.
• You’ll have a strategy for funding your children’s education.
• Your current assets and investments will be reviewed.
• Your asset management recommendation will be synchronized with your financial plan.
• Your tax situation will be analyzed and incorporated into your asset management, cash flow, and retirement plan recommendations.
• Your current insurance coverage will be reviewed and your needs will be addressed.
• Your estate plan will be reviewed.