A Personalized Financial Plan Prepared by a CFP® Professional.

You will work with a CERTIFIED FINANCIAL PLANNER ™ professional from Craft Asset Management.  Your financial planner will help you to map out your financial goals, work with you to identify all your relevant financial information, identify specific goals, and create a customized financial plan. 

Your financial planner will utilize financial planning software to forecast future incomes, returns, probabilities of success, and identify areas of potential weakness to help strengthen your plan and put you on the best path for financial success. The financial areas which are covered include; retirement planning, a risk adjusted investment portfolio review, insurance analysis, college planning, and a review of estate plans and tax strategies. 

You will come away with a detailed financial plan along with a list of suggested recommendations which can be implemented to increase the likelihood of your long-term financial success.