Our Holistic Financial Planning Process
At Stine Wealth & Tax Management, the mission is simple: to help our clients reach their full potential in life.
With tailored guidance, our holistic, personalized plans are designed to address all aspects of a client’s financial goals and to create a life truly worth living.
The Bucket Plan®: Holistic Planning in Your Best Interests
At the heart of our holistic planning process lies The Bucket Plan®, a revolutionary strategy based on the bestselling book that has helped countless retirees plan for their future with peace of mind.
This innovative philosophy helps us craft comprehensive, easy-to-understand financial strategies based on you and your unique needs in retirement and beyond. The Bucket Plan® allows us to:
- Strategically allocate your assets to address immediate needs, near-term goals, and long-term aspirations
- Provide clarity and confidence in your financial future through a straightforward, visual framework
- Adapt our strategies to accommodate various life stages and financial situations
Check out this short video to learn more about The Bucket Plan planning process and philosophy:
Crafting a Plan for Your Future In 4 Steps
When it comes to financial planning, we’re not trying to reinvent the wheel, just make it more efficient. That’s why use a proven 4-step process to create and maintain a personalized plan that allows you to enjoy your money and the freedom it brings more tax-efficiently, helping you to grow and protect your assets and ensure your family is always cared for.
Step 1: Discover — Where You Are Now
This first meeting follows our founder’s grandfather’s advice: “measure twice, cut once when making a big decision in life.” We take our time getting to know you and your current financial situation before we can provide meaningful advice that will affect the rest of your life.
Step 2: Design — Where You Want to Go
Our second meeting is more of a fact-finding mission. We'll start to organize your financial life by analyzing your cash flow, net worth, and tax situation. Then we can help you prioritize your goals and develop a plan to turn them into reality.
Step 3: Deliver — Your Holistic Plan
In our third meeting, we'll present your customized financial strategy that addresses your immediate financial requirements, prepares for anticipated needs in the coming years, and lays the groundwork for long-term wealth accumulation and preservation.
Step 4: Dedicated — Service and Support
After implementing your plan, you can breathe a sigh of relief, knowing you have trusted advisors, providing proactive management and ongoing support to you and your family. We'll continuously monitor your plan and adjust it in your best interest as your life and priorities evolve.
Ready to start breathing easier thinking of retirement?
Discover the peace of mind that comes from having a holistic financial plan powered by The Bucket Plan® and supported by our team — book a complimentary consultation.