The Planning Trail

• Goals and Gaps Worksheets are used to help customers achieve their goals and close their planning gaps.
• Team Member Tracking System allows us to identify your current planning team members and their areas of expertise. Rawling Financial also has access to value-added accounting support, as well as strategy expertise from several financial product experts.
• Vision Capture records and transcribes your “three year vision.” It provides a chance to help you define your most important personal and professional goals. I also capture the greatest potential dangers, opportunities and strengths.
• A DVD of your vision (video recording).
• Your Personal Financial Security Plan provides net worth, major purchase, education, retirement, life insurance, and estate analysis.
• Investment Allocation Process analyses your risk tolerance and tells whether or not your investments are balanced to your investment risk tolerance level.
• The Risk Comfort Analysis tells me what levels of risk you are willing to accept in order to resolve existing planning gaps.
• The Complexity Analysis illustrates what levels of complexity you are willing to accept in selecting appropriate strategies.
• Three month follow-up. We will discuss your progress on your “Goals” and “Gaps”.
• The Fee for the first year is $1,800 and you are guaranteed a renewal fee of $1,600 per year for the following two consecutive years. In the years following the 3 year guaranteed fee period, we are currently offering existing clients a 10% discount off our existing renewal fee in the 4^th year onward.