Planning for the future means something different to everyone.  You may need help planning for the succession of your business, your personal inheritance,  retirement planning,  charitable giving and/or passing wealth to the next generation.  Knowing how to properly manage your money and assets to achieve your goals requires coordination and expertise. You can be assured that The MNE Group has the expertise to help coordinate your plan.  

 

Financial Planning is the process of helping you define your goals through  management of your finances. It requires taking an in-depth look at where you are, where you would like to be and determining a course of action to help you get there.  We at The MNE Group are committed to each of our clients individually defined financial success.

Click on this link to view the Six Areas of Financial Planning 

The Financial Planning Process:

  • Establishing and defining the client-planner relationship
  • Gathering client financial data
  • Establish goals & financial vision
  • Analyzing and evaluating the client’s financial status
  • Developing and presenting financial planning recommendations and/or alternatives
  • Implementing the financial planning recommendations
  • Monitor & review of the financial planning recommendations

Why Work with a Certified Financial Planner?

By choosing to work with a Certified Financial Planner™ professional, you can take comfort in knowing what comes with one of the industry’s most prestigious certifications.  

CFP®practitioners must agree to abide by the CFP Board’s Code of Ethics which requires certificants to practice financial planning with fairness and integrity.  We agree to make recommendations that are objective and based on your needs. 

But the requirements don’t end there…

CFP®certificants must complete a rigorous course of study and complete a two day exam testing various areas of financial planning including:  

 ·         Principles of Financial Planning

·         Retirement Planning

·         Investment Planning

·         Insurance Planning and Risk Management

·         Employee Benefits Planning

·         Income Tax Planning

·         Estate Planning

In order to maintain a high level of competence in an ever changing industry, we are also required to complete a minimum of 30 hours of continuing education every two years.

To learn more about the CFP program and the financial planning process.  Please view the Certified Financial Planner  Board of Standars Inc. Website.