What is this?

Financial Planning is a structured process to help families determine what goals they want to achieve and what it will take to achieve them.  A financial plan is a written document stating the goals and objectives of the client and a description of the path to help them achieve those goals most efficiently.  In addition, the comprehensive financial plan includes recommendations on methods to achieve those goals and the education to back up those recommendations.

How does it help me?

It is a documented fact that a written plan of action increases the likelihood the goals within the financial plan are achieved.  By working through this structured process with a Certified Financial Planner™ helps the family achieve a greater amount of detail. 

A comprehensive financial plan covers all areas including

Clients who approach their personal financial plan in the same way they would run a business approach our relationship as that of a CFO (Chief Financial Officer) providing a liaison to the other financial professionals the family works with (i.e. bankers, CPAs, attorneys, brokers, insurance agents, HR professionals, etc.)  This liaison can then compile the information and provide advice on the best way to proceed.

Who do I contact for questions?

For more information on using the Pry Advisory Group Financial Planning Services to efficiently work toward your personal goals and objectives, contact 419-423-4481 or e-mail us at info@PryGroup.com.

What do I need to bring?

Prior to your arrival ask for a Data Inventory Package.  This package can be delivered by mail or electronically.