Broker Check

Your Financial Plan

At Laine-Rahn Wealth Management, we believe in providing personalized financial plans to help you achieve your financial goals. Here's a glimpse into what a sample financial plan might look like, and how you can use it to guide your financial decisions going forward.

Our financial planning process begins with understanding your goals. We will document your current goals and create a comprehensive plan to help you achieve them. Here's a snapshot of what your goals might look like in your financial plan:

Once we have established your goals, we will gather information on your current investments and future plans for investing to determine your current financial situation. Using 1,000 different market models, we will run simulations to determine your current likelihood of success in achieving your goals.

Our goal is to get you into the Confidence Zone of at least a 70% success rate. In this sample plan, the success rate is at 30%. We will then create "what if" scenarios to explore different financial plans to increase your likelihood of success. This may include changes such as increasing your savings, working an extra year or two, reducing the costs of your goals, and more.

In the screenshot below, you'll see the current scenario and three "what if" scenarios. Each scenario increases your likelihood of success.

Together, we will review each scenario and determine the plan that is most agreeable to you. In this sample plan, we agreed that "what if Scenario 2" was the best option. This scenario will become the recommended plan, and we will work together with you to execute it.

We believe that having a personalized financial plan is key to achieving your financial goals. By working with me to create and execute your plan, you can feel confident in your financial decisions and have a clear roadmap to work towards achieving your financial objectives.