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Planning Process

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The 7-Step Horizon Planning Process

Important components of financial planning include preparing for retirement and saving for your child's college education. Based on each client's financial situation and goals, we at Horizon Wealth Management can recommend quality strategies for these services.

Identify Your Goals & Resources

We conduct an in- depth discussion with you regarding your goals, family history and preferences.

Analyze Your Current Financial Picture

We review your current financial situation, including net worth and cash flow, investments, insurance, taxes, estate plans and savings.

Establish Financial Objectives

We identify the strengths and weaknesses of your current financial status.

Create Individual Strategies to Work Towards Attaining Your Overall Goals

The strategic planning phase, this step creates savings, investment, insurance and tax strategies for retirement and other financial goals.

Build a Customized Investment Portfolio

In your portfolio, we address specific needs laid out in the plan.

Monitor Investment Environment

Using sophisticated analytic techniques, we make tactical shifts in your portfolio to address risk and enhance potential performance.

Provide Proactive Communication and Ongoing Financial Planning 

Our services include an annual investment review, financial workshops and 24/7 access to account data through WealthVision.

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