CONCURRENT
FINANCIAL PLANNING
Designing Your Life's Blue Print
"What is in your life’s blueprint? This is a most important and crucial period of your lives. For what you do now and what you decide now, may well determine which way your life shall go."
- Dr. Martin Luther King, Jr.
Schedule a call and take a step towards your Life Money Balance™.
Are these your
Life Money Balance™
Thoughts?
Currently, your money directs your life aspirations.
1
You want your life aspirations to direct your money.
2
You are ready to design the life that you aspire to live and have your money partner with your plan.
3
You believe that a tailored financial plan will improve your overall well-being.
4
Then You Want
Life Money Balance™
Life Money Balance™ conflict fuels uncertainty. Life Money Balance™ harmony reduces uncertainty, produces life fulfillment, and elevates your life aspirations.
Schedule a call and take a step
towards your Life Money Balance™
Let your life lead your money,
not your money lead your life.
Life Money Balance™
Concurrent Financial Planning is an independent, virtual financial planning firm that serves individuals, families, and business owners nationwide. We are guided by the core principle of the fiduciary standard, which is to always put your interests first.
We offer a transformational personal financial planning experience that helps you balance your life and money where they work in Concurrent partnership to help you achieve your life aspirations.
We value & work W.I.T.H
your journey
WILLING
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To consistently engage in your financial plan
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To consider financial planning advice
INCOME
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Possess ample income (or assets)
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To support your life's design
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To fund your aspirational goals
HEALTH & HEAL
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Improve overall well-being
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Improve behavioral & emotional financial practices
TRANSFER
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Transfer elements of your personal finances
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Transfer time from your personal finances to your family and cherished life areas
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Trust your financial planner
Schedule a call and take a step
towards your Life Money Balance™
Financial Planning Programs
CARDINAL PROGRAM
The Cardinal Program provides a solid base to support the development of the next stages of your life.
Engagement Period
3 MONTHS
CORNERSTONE PROGRAM
The Cornerstone Program is a holistic financial planning process that helps you design and achieve the life you want to live.
Engagement Period
6 MONTHS
COMPASS PROGRAM
The Cornerstone Program plus business, advanced charitable, and estate planning.
Engagement Period
9 MONTHS
Who we work with
Career professional
Budgeting/Cash Flow & Debt Management, Retirement Planning, Investments, Employee Benefits, Risk Management, Education Funding, Estate Planning, Charitable & Legacy Planning, Tax Planning, Social Security Analysis, Medicare Analysis, Life Event Analysis
Schedule a call and take a step
towards your Life Money Balance™
Business Owner
All Career Professional Areas
Business Risk Management
Business Succession Planning
Business Tax Planning
Company Sponsored Retirement Plan Advice
Schedule a call and take a step
towards your Life Money Balance™
Retirement Planning
Retirement Planning, Retirement Lifestyle Transition, Social Security Analysis, Medicare Analysis, Estate Planning, Charitable & Legacy Planning, Investments, Life Event Analysis, Long-Term Care Analysis
Schedule a call and take a step
towards Life Money Balance™
CONCURRENT
FINANCIAL PLANNING
101 South Military Ave, Suite 255, Green Bay, WI 54303 | 888-332-2372 | By Appointment Only