The Planning Process | Principal Financial Network of the Dakotas

Planning for your future can be a challenging and exciting process.

We would love the opportunity to help!

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Together we can help you prepare for the future you dream about:

Envision

what you want it to look like.

Plan

on how to get there.

Prepare

for life stages along the way.

We'll be there to help you weigh the options. Plus, you'll have administrative support to assist you with any plan you put in place.

Individual Planning Services

You want to be ready for what comes next in your life. Whether you're close to retirement or just starting out, we can help with a financial strategy that's tailored to fit your needs right now and going forward.

Prepare for what's next:

Getting married
Buying a home
Starting a family
Saving for college
Dealing with divorce
Living in retirement

Set realistic financial goals:

Maximizing retirement contributions
Eliminating debt
Investing for the future
Reviewing investments

Protect what matters most:

Income
Loved ones
Assets

Create your legacy:

Estate planning strategies
Charitable giving

Financial Planning. Your goals. Your dreams. Your plan.

Financial planning is about helping you work to achieve your goals. The process is designed to be concise, and we'll work one-on-one to help keep it manageable. You start by answering a few questions to create a picture of where you are today and what your goals are for the future. From there, we'll work together to create a plan to help put your goals within reach.

You can receive guidance on a variety of topics from asset allocation to estate planning—all packaged into a single written plan.

There is an hourly or flat fee for the time and knowledge provided.* All fees associated with the planning process will be discussed during Step 1.

Step 1: Gathering Information
Step 2: Analyzing your financial status and assessing your goals
Step 3: Developing your customized financial plan
Step 4: Presenting your financial plan to you
Step 5: Implementing your plan upon your request
Step 6: Evaluating your plan to keep it aligned with your goals

In addition to working through the planning steps with you, you will receive individualized support—answering questions and providing guidance specific to your unique financial picture. Once your plan is created, if requested, we will continue working together and will monitor your plan to help keep it aligned with your goals. And, if you set new goals down the road, you can count on us to work to understand where you're headed and to help get you there.

*Implementation of your written recommendations will be done separately from the Financial Planning Services and Financial Consulting Services. Additional fees may apply to any implemented recommendations. You’ll determine if, when, and how to implement recommendations.

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