The Willow Creek Planning Process 

Making good financial decisions is challenging in today’s increasingly complex environment. With a personalized plan you are able to make better, more informed choices. We will help you define steps to reach your life goals which, in turn, will simplify your financial decision-making.

Our planning process organizes your financial affairs and gives you the knowledge and guidance to make educated financial decisions. Your plan is custom-tailored to you, your long-term goals, and your values. Framed by a process based on the best practices laid out by the Certified Financial Planner Board of Standards, each unique plan is rooted in decades of experience by the nation’s leading personal financial planning professionals.

You will work with a CERTIFIED FINANCIAL PLANNER™ professional to create an initial road map based on your own personal financial situation and detailing the steps we recommend for you to reach your goals. The planning process continues even after implementation. We review your plan and goals regularly, considering changes in your personal circumstances as well as the global economy, to ensure you remain on a successful track. 

Applying discipline and strategy to a well-thought-out financial plan provides clarity that allows you to pursue your life and interests with confidence and peace of mind.

Your Financial To-Dos: Done.

• Your financial affairs will be organized.
• You’ll gain an understanding of your assets and liabilities.
• Your cash inflows and outflows will be analyzed.
• Your employee benefits will be clarified.
• You’ll have a plan to achieve a financially secure future.
• You’ll have a strategy for funding your children’s education.
• Your asset management recommendation will be synchronized with your financial plan.
• Your tax situation will be analyzed and incorporated into your asset management, cash flow, and retirement plan recommendations.
• Your current insurance coverage will be reviewed and your needs will be addressed.
• Your estate plan will be reviewed.