The Financial Planning Process

Released Wednesday, 2nd September 2020

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The Financial Planning Process

Wednesday, 2nd September 2020

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Today, David Kilcrease and Jon Gay walk through the six step financial planning process that Kilcrease Financial goes through with their clients.

Determine Your Current Financial Situation
Develop Financial Goals
Identify Alternative Courses of Action
Evaluate Alternatives
Create and Implement a Financial Action Plan
Reevaluate and Revise Your Plan

Resources:
Kilcrease Financial Website: https://www.kilcreasefinancial.com/

Email David: [email protected]

Call David: 678-665-3967

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From The Podcast

Income Planning in Uncertain Times

" I got into the financial business because I grew up in a middle class family, and witnessed many people not properly planning for retirement, or even for the next five years of their life. I wanted to be able to advise individuals and families in building a stronger retirement, in order to be able to leave a legacy for their loved ones.”Sixteen years ago, David Kilcrease entered the insurance and financial business, at the age of nineteen. He started with financial planning and debt consulting for both families and businesses. David then furthered his education at the University of Alabama, and earning a BS in Finance. Since that time, David has committed to continually expanding his education and knowledge base in order to meet his clients’ ever-changing needs and goals.After his father died in 2009, David witnessed firsthand the challenges of facing the unexpected death of a loved one. He was struck by the financial hardship his mother experienced and the challenges she faced by what was left for her to live on. His parents did not have a plan in place, and perhaps their most crucial mistake was not hiring the right advisor to help them. As a result, they had failed to obtain the appropriate amount of coverage and lacked a cohesive plan to overcome the income loss which resulted from the death of his father.Due to his own experience with his father’s death, it is David’s personal mission to educate his clients and to help ensure they have an effective financial plan in place. David meets regularly with his clients to help them overcome the financial obstacles of life with reliable planning and continuing education on our changing markets.

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