Financial Planning

Financial Planning - Eureka Wealth Solutions

 

What are the benefits of financial planning?

  • Helps define your goals
  • Provides a guide for action and decision-making
  • Paints the big picture and sets your roadmap
  • Helps keep you on track and make timely adjustments as needed
  • Instills confidence, gives peace of mind
  • Proven to improve financial outcomes

 

Figure 1: See your finances as a whole

Financial Planning Dashboard - Eureka Wealth Solutions

 

Financial Planning Services included in Power Plan:

  • Initial and ongoing goal-based financial plan
    • Retirement planning and budgeting
    • College funding and budgeting analysis
  • Ongoing financial decision making
  • Investment planning
  • Asset allocation and portfolio review (including held away assets)
  • Cash flow management and budgeting
  • What-if scenario planning, risk management and insurance evaluation
  • Essential multi-generational and estate planning (excluding legal documents)

 

Platform Features:

  • Modern technology platform with bank-level security that allows collaboration, transparency, on-demand automation, and hands-on support
  • All your finances in one place, up to date, whether we manage it or not
  • Secure vault to share your financial documents with your advisor, other financial and legal professionals, and family members

 

Not Included, but available separately:

  • Estate Planning documents (available as a stand-alone service for most common plans)
  • Held Away accounts management including corporate 401(k) and College Savings 529 Plans
  • Business financial planning
  • Business tax-deferred plan setup and management

 

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Figure 2: View detailed reports

Financial Planning Asset Allocation - Eureka Wealth Solutions

 

Figure 3: Run scenarios and make financial decisions

Financial Planning Decision Center - Eureka Wealth Solutions

 

Figure 4: Set goals and create a plan to achieve them

Financial Planning Goal Planner - Eureka Wealth Solutions

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Help Me Succeed

Do you have questions about your finances?
Do you want investments that reflect your values?
Don’t want to spend a fortune?

Whether you like to talk to an advisor or do it all online, we’ve got you covered. Our pricing is competitive and very straightforward – no hidden costs.

Whatever your personal situation, your goals and values, or your investable capital, we’ll work with you to create a portfolio that is right for you. And as your fiduciary, we’ll cover all your financial needs beyond investing as well, to help you achieve your goals.

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