CONNECT

Address:

36765 Detroit Road
Avon, OH 44011

Phone:

,Michael: 216-470-2728, Allison: 440-503-1896

FINANCIAL PLANNING

CONNECTING YOUR FINANCES TO SUCCESS

OUR FINANCIAL PLANNING PROCESS 

Define: Data Collection & Discovery Meeting: We focus on defining your goals, understanding your values & thoroughly analyzing your current financial situation.

Forecast: Quantifies your current financial situation & forecasts where you are financially headed.

Execute: We execute personalized strategies for each of your defined life goals to attain real outcomes.

Results Management:  On a continuous basis we evaluate your progress towards your defined goals & update the plan to reflect your evolving needs.

 

WELCOME TO A NEW LEVEL OF PLANNING

In-Depth Analysis: Quantify where you financially stand today. Clarify your priorities for tomorrow.

Structured Planning: Define your goals, build your roadmap & execute a clear path to success.

Financial Efficiency: By planning ahead you can save less and achieve more.

Real Outcomes: Maximize tax shelters, optimize debt reduction, focus savings, & allocate risk.

 

POWERFUL UNDERSTANDING

Review: potential spending plans side by side, changes in income & family size?

Analyze: the real impact of home purchase decisions and geographic location.

Compare: loan repayment strategies, buy vs. lease, investment strategies.

Evaluate: retirement savings, investment risk & saving levels.

 

OUR FINANCIAL PLANNING FEE STRUCTURE

The BattDouglas Financial Group charges $1,750 for comprehensive financial planning.

An installment option is available to residents & fellows up to December 31st of their graduation year.  The installment option consists of 6 monthly payments of $325.00.  Total payments made will equal $1,950.00.

Only annual payments will be accepted for plans starting after December 31st of a resident or fellow’s graduation year.  Monthly payments must be linked to a checking account and will be electronically deducted for 6 successive months until paid in full.

 

Work with the Highest Standard
Work with a Certified Financial Planner

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck