Financial Planning


Financial planning is the process of identifying your goals and objectives, analyzing your resources, designing the most appropriate strategies to reach your goals, making the changes needed, and evaluating the results. Financial planning is most effective when all aspects of your financial life(such as assets, cash flow and taxes) are considered on an integrated basis. This allows you to identify all the variables at play and to evaluate strategies and their consequences.   At Focus, our financial planning services are tailored to meet your specific needs. We may recommend a planning engagement to review nearly all aspects of your financial situation or we may find that it is more appropriate to limit our consulting services to address a specific planning issue.

The goal of financial planning is not to burden you with data collection, nor to overwhelm you with details. It is to identify courses of action to help you achieve your goals.

All planning engagements begin with an initial exploratory meeting, normally one hour or less. This meeting provides an opportunity for you to evaluate eMark Financial and our services, and allows us to determine if we can bring value to your situation. There no charge for our time, and we will quote you a fee for the proposed planning engagement at this initial meeting.

Once we agree to work together, we will identify the information that you need to gather for our analysis. The time frame will vary depending upon the complexity of the situation, and the degree of implementation that we are engaged to provide.

We review your financial planning with you annually and update it as needed, because as you experience life changes, so do your finances. And it's our goal to help you weather those changes with ease, knowing that your financial plan grows and works with you.

The review can include :

  • Budgeting and Banking services
  • Tax Planning
  • Education Planning for Children and Grandchildren
  • Income Protection and Disability Income Planning
  • Survivor Income Planning
  • Retirement Funding and Income Planning
  • Elder Care and Long-Term Care Planning
  • Business Financial Planning for our Business owners
  • Executive Compensation Planning
  • Non-Qualified Deferred Compensation Planning 

Financial Plan Review


Call today, 215.245.6864 for your personal review.