What We Do Best

Financial Life Planning

What is it?

Financial Life Planning

Financial Life Planning is a holistic process that puts your interests first and focuses on increasing your sense of financial well-being and life satisfaction. Initially, this process will help you to clarify your values, priorities, circumstances, and aspirations; and then guide you in defining and designing your unique version of the “rich life.” In addition, Financial Life Planning will increase your understanding of the habits and attitudes that will facilitate your financial and life goals and support successful life transitions.

Clarity & Targets

At Suncoast Advisory Group, nothing inspires us more than helping clients turn their dreams into reality today. Visioning your future is the key first step to living a quality life. During our personal discovery process, we:

Discover your personal and business SMART goals through our three-stage alignment planning process.
Discuss and review all relevant financial documents.
Analyze your income, cash flow, and net worth.
Assess your personal Communication and Behavioral DNA profiles.

Checkpoints

We find enormous satisfaction in helping you align your values, goals, and behavior with sound strategies that allow you and your business to thrive. As we investigate all aspects of your holistic financial picture, our specific objectives are to:

Design a personalized life plan that allows you to pivot daily, bringing “why” into the planning process and providing support and flexibility on your financial journey.
Position your personal and business finances for minimal tax burdens.
Offer ongoing investment management, analysis, and risk assessment to progress toward your goals.
Review your insurance needs systematically and comprehensively.

Strategies

Working together means moving steadily from vision to reality. Your financial life plan and our web of support help you focus on necessary daily practices to reach your long-term goals. By consistently checking in with your plan, we ensure you are on your way to turning someday dreams into today’s reality as we:

Provide online access to a personalized family financial website with easy access to your critical financial documents and aggregation of all your personal and business accounts.
Deliver business consulting and planning services to ensure the way you work aligns with the way you plan.
Provide Social Security, pension, and portfolio analysis for ongoing retirement income so you can control your future.
Help you plan for long-term needs such as future healthcare, personal and business insurance, and children’s education.
Coordinate your life and business plan with your CPA and attorney to align all aspects of your financial picture.
Provide support and flexibility on your financial journey.

Cost Overview

For those clients with investable assets and net worth valued at $500,000 and above, we charge a flat annual retainer between $2500 and $5,000 per quarter. This retainer includes comprehensive financial life planning, business consulting services, and ongoing management and advisement of your investment portfolio.

For those clients with investable assets and net worth valued less than $500,000, we charge 1.5% – 2% annually based on assets under advisement and ongoing management, plus the one-time fee of $5,000 that covers your comprehensive financial life plan and supportive consulting services.

Family Financial Website

Keeping your finances organized is an important part to planning responsibly for your family’s future. However, it is not always simple. Check out the video below to see how Suncoast can make organizing your finances so much easier.

we are good at what we do

achieving life goals

All are essential to achieving life goals, but sometimes we need guidance in the thinking, planning, and strategizing. At Suncoast Advisory Group, nothing inspires us more than helping clients turn someday dreams into reality. Once we understand you, your life purpose and your behavioral DNA, we begin crafting your financial life plan. We bring extensive business and financial experience to the table to align your strategy with your aspirations. With our specialized experience representing medical and dental practices, we find enormous satisfaction in helping you join your values and goals with sound strategies that allow you to thrive.

we aren't afraid of trying new things

Why Choose Us?

Because of the unpredictability of life and the complexity of financial markets, it is important to work with a financial advisor who will help you to achieve your financial and life goals. And, it is essential to select an advisor who will take the time to truly get to know you and to understand your concerns and your dreams. Rising to this challenge is a small, but growing, cadre of life-centered financial professionals who are leaders in the trend of integrating financial planning and life planning. That means they are dedicated to understanding each client’s unique set of values, priorities, challenges, and opportunities in order to make the most appropriate financial recommendations. Therefore, in addition to traditional discussions of assets and net worth, these unconventional advisors are asking their clients, “What will bring meaning and purpose to your financial life?” If you are among those individuals disillusioned with the results of “using your life to make money,” you will find the opposite mind set of “using your money to make a life” to be both liberating and compelling.

Financial Life Planning

What is it?