Tag Archives: Financial Plan

FEATURE

7. The Four Cornerstones of Financial Planning



If you want to build a financial plan but don’t know where to begin, don’t worry!

These four cornerstones of financial planning can help you build your financial future: Cash reserves, adequate protection, fixed assets, and equity assets.

In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, explains how utilizing these cornerstones wisely can help you allocate your resources and meet your financial needs.

Jon discusses:

  • The importance of setting up highly liquid cash reserves
  • Protection planning to help support your loved ones during uncertain times
  • The difference between fixed and equity assets — and their role within your financial plan
  • How to prioritize your financial goals
  • And more!

Connect with Jonathan Kuttin:

 


FEATURE

6. The Ongoing Financial Planning Process After the First Year, Part 2



Financial planning can help you achieve your long-term financial goals for yourself and for your future generations.

In part two of this two-part mini-series, Jon Kuttin, CRPC ®, AAMS ®, AWMA ®, CMFC ®, CRPS ®, Private Wealth Advisor, discusses how an ongoing client-advisor relationship at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC., helps you secure your financial future and cope with potential life uncertainties.

Jon discusses:

  • How the practice’s four seasons of advice help you remain financially proactive
  • How Kuttin Wealth Management helps clients remain deeply connected with advisors
  • Benefits of involving every member of your family in the financial planning process
  • Reasons to consult an advisor even if you feel you can manage your own finances
  • And more!

Resources:

Connect with Jonathan Kuttin:

 


FEATURE

5. The First Year Of The Financial Planning Process – Part One



The first year of financial planning with an advisor is typically focused on two key elements: building the client-advisor relationship and developing a financial plan. 

In part one of this two-part mini-series, Jon Kuttin, CRPC ®, AAMS ®, AWMA ®, CMFC ®, CRPS ®, Private Wealth Advisor, discusses what the first 12 months of financial planning look like at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. 

Jon discusses:

  • Why financial plans are like living and breathing documents
  • What you can expect from your very first meeting with one of the practice’s advisors
  • The practice’s “facts and feelings” data-gathering process and how it uncovers clients’ deepest needs
  • The importance of finding an advisor you resonate with
  • And more!

Connect with Jonathan Kuttin: