4755 Caughlin Parkway
Our process begins with a client conversation - where we get to know you, and discuss your family, goals, retirement plans and the property and assets you own. We provide the process and tools that help you talk about money. Our goal is to help you achieve long term financial health. Together we build a solution that makes financial peace of mind possible.
At MC2, conversations with clients are the key to building and sustaining long term financial health. After our initial conversation, we help set up your personal financial website dashboard, which gives you and your advisor an interactive and comprehensive view of your financial situation and goals. This personal website provides “at a glance” insight into your financial health and portfolio.
This personalized financial planning tool acts as a foundation for implementing your financial plan solution. Foundational planning focuses on creating a holistic plan for achieving retirement, education, spending, life insurance, and asset allocation goals.
These are the facets of planning for your financial future.
Prioritize the categories you have described in Step 2. Everybody's needs and situation are different. Prioritizing these helps us set up the most effective solution to match your goals and needs.
We help you prepare for situations which are out of your control.
What are your goals for retirement, and what future goals and expenses are you planning?
Enter your income and any real estate, personal property, or businesses that you own. You can also add other professionals that you work with such as Accountant/CPA, Attorneys, Insurance Agents, Investment Specialists and others so that you can have your team contact information at your fingertips.
Once your dashboard is complete, you can use many financial tools & reports on your website to help keep track of your financial health. You can also share information with your other financial/tax professionals as you wish. Some tools/reports are: