Financial Planning - An Integrated Approach

As a client of Thun Financial Advisors, you'll be guided through a systematic planning process designed to structure your financial decisions and manage your investments - to meet your long-term financial goals:

  1. You'll first learn how the process works and what information will be required to create your fully integrated, customized financial plan.
  2. We'll then review your financial situation, begin to define goals and objectives, establish investment time horizons and assess your risk tolerance. We'll identify challenges and opportunities and chart the steps necessary to achieve your goals. This typically involves analyzing retirement and family needs; quantifying assets, liabilities and cash flows; and defining insurance, tax and investment strategies.
  3. Next, you'll receive a written plan that encompasses your entire financial picture and includes recommendations for the best use of 401ks, IRAs, Roths, college savings plans, and insurance. Estate planning strategies are also addressed, when appropriate. We listen to your concerns and adjust as necessary.
  4. Once you approve your investment plan, we'll lead its implementation. We encourage your involvement, which will vary based on your preferences and needs.
  5. We continue to manage your investment plan and monitor your financial situation. We measure performance and track returns against your goals and market benchmarks.