Intentional Guided Planning
Getting Started
It’s never too late to get on the right financial path.
You don’t have to be the expert in financial planning and wealth management, but it is helpful to have a working knowledge of things like insurance, budgets, taxes, and investment options. It is also helpful to have someone to call—preferably a certified financial planner—for some good financial advice. That’s why we’re here. Regardless of your age or your level of experience, it is always good to have a source for reliable, clearly communicated financial advice. If you’re just getting started, please allow Intentional Wealth Advisors to be your source of information and direction.
This diagram highlights the five primary categories for this first stage of Intentional Guided Planning. Each of these categories and their respective components are detailed below.

Cash Flow and Budget
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Setting Goals
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Creating a Budget
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Debt Management
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Student Loans
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Emergency Funding
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Mortgage Review

Investment Planning
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Good Reasons to Invest
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Review of Current Portfolio
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Asset Allocation
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Tax Return Review
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Online Investment Options

Insurance Needs
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When You’re Newly Married
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When You’re Young and Single
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Life Insurance
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Disability Insurance
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Health Savings and Flexible Spending Accounts
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Renter’s Insurance

Retirement
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Setting Goals
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Review of Employer-Sponsored Plan
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Traditional IRA vs Roth IRA

Estate Planning and Assistance to Loved Ones
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Reasons for an Estate Strategy
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Beneficiary Designations
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Guardians for Minor Children
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College Planning
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UGMA/UTMA
Download this Information
Click here for the ‘Getting Started Guide to Financial Planning’ (PDF Format – 409k)