Our ProcessAt The Financial Planning Group, we believe in creating a clear and concise plan using a collaborative education process. Once your plan is established, it is key to follow up with ongoing education and service to assist in achieving the goals that have been agreed upon.
Our Process is a combination of 6 key stages, that are executed with our 6 core values. The steps that you can expect to go through during the process are:
– Introduction and Discovery– Data Gathering and Organization– Analyze and Develop a Plan– Strategic Recommendation– Implementation– Service and Plan MaintenanceTo the right you will find our 6 core values which are essential to creating a successful plan. We truly believe in these values, and know that, combined with our 6 stage process, we can help you achieve your goals.
FINANCIAL PLANNEROver the past 20 years Josh has found that there is a difference between knowing what to do and actually following through and doing what you set out to accomplish. This applies directly to the holistic, comprehensive financial planning process.
Financial literacy is key to success for Josh and the Financial Planning Group. We provide financial education workshops through a variety of programs and our strategic alliances.
It is important for clients to know that they are saving and investing in a way that is positioning them with the purpose in mind. The approach should be a careful balance between the accumulation stage of life and the distribution stage of life. Josh recognized that one financial company does not provide everything that clients need in their financial life. What we do is strategy based, accessing all of the capabilities that the financial profession has to offer.
Josh is married with two children, resides in Northern Virginia, and is a very active member of his community. He enjoys education, music and Jewish studies.
Preparing for retirement is exciting time and can start at any age. For many of us, however, it also causes unwanted and unnecessary stress.
According to a 2016 GOBankingRates survey, 35 percent of all adults in the U.S. have only several hundred dollars in their savings accounts and 34 percent have zero savings.1 In fact, the vast majority of Americans have under $1,000 saved and half of all Americans have nothing at all put away for retirement.
It’s our job to think about your future.
By combining investment strategies, tax-efficient practices and insurance products, we will help to create a plan that will allow you to get the most out of your financial life. We will educate you along the way so that you understand the decisions being made, giving you an extra sense of confidence, both now and in the future.
1 Bloom, Ester. June 2017. “Here’s how many Americans have nothing at all saved for retirement.”
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1640 Boro Place
Mclean, VA 22102
(703) 259-8400 MAIN(703) 559-7808 FAX
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