Our Planning Process

Building Your Financial Plan

Guiding You Towards Your Financial Goals

At BD Planning Partners, we believe that a well-crafted financial plan is the cornerstone of financial success. Here’s a comprehensive overview of how we work with you to build a personalized financial plan, ensuring that all aspects of your financial life are considered and optimized for your goals.

Gather Data

Our process begins with a thorough data-gathering phase. During this stage, we will:

Collect all relevant financial data.
Get to know you, your values, and your financial priorities.
Discuss and establish both short-term and long-term goals.
Identify any initial concerns or areas of focus.

By understanding your unique financial situation and aspirations, we lay a strong foundation for your financial plan.

Fact Review

Once we’ve gathered your data, we will:

Review the collected information in detail.
Schedule a follow-up meeting to discuss the facts, assumptions, and objectives.
Address any remaining questions to ensure clarity and completeness.

This step ensures that we have a comprehensive and accurate understanding of your financial picture.

Present A Plan

With the information reviewed, we will:

Finalize your personalized financial plan.
Formally present the plan to you, explaining the recommendations in detail.
Identify other key areas that are crucial and should be addressed.

Our goal is to provide you with a clear, actionable plan that aligns with your goals and addresses all identified concerns.

Implementation

The next phase involves putting your plan into action. We will:

Map out a detailed game plan with the appropriate steps for implementation.
Guide you through the process, ensuring that each step is executed effectively.

We’re committed to supporting you through every stage of implementation to ensure your plan is set in motion successfully.

Progress Meetings

Financial planning is not a one-time event; it’s an ongoing process. To keep your plan on track, we will:

Schedule regular progress meetings to review your plan.
Update your plan based on changes in your financial situation and goals.
Address any new concerns or opportunities that arise.

These meetings help us ensure that your financial plan remains relevant and effective as your life and financial circumstances evolve.

Continuous Support and Education

In addition to the steps outlined above, we provide continuous support and education to help you make informed financial decisions. Our commitment to your financial well-being includes:

Access to financial education resources and workshops.
Ongoing communication to address any questions or concerns.
Proactive adjustments to your plan in response to market changes or life events.

By partnering with us, you gain a trusted advisor dedicated to helping you achieve and maintain financial security and prosperity.

7213 Noah Reid Rd.
Suite 104,
Chattanooga, TN 37421
Email Us
423.266.7400

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Securities and investment advisory services through qualified registered representatives of MML Investors Services, LLC, Member SIPC, 10 Cadillac Drive, Suite 300, Brentwood, TN. 37027 (615) 309-6300. BD Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

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CRN202408-636104