Sample Planning Reports

We are a fee-based financial planning office.  To assist you in understanding the various levels of financial planning we offer,  we've provided sample planning reports for your review - click on the blue links provided below:

Financial Needs Assessment

• Assesses current ability to meet goals and illustrates gaps.

Financial Needs Summary

• Provides an overview of the client's financial plan and compares current and proposed strategies for each goal.

Financial Needs Analysis

• Provides in-depth and comprehensive analysis of the client's current financial plan, recommended strategies, and action plan.

Retirement Distribution Summary

• Presents an in-depth look at income distribution during retirement with a focus on how strategies in the plan can mitigate risks.

Roth IRA Conversion Comparison Summary

• Shows the effect of converting one or more traditional IRAs to Roth IRAs using the client's entire retirement investment portfolio.

Asset Allocation Report

• Compares current and proposed asset allocation strategies.

Progress Report

• Assesses year-over-year plan changes to illustrate if the plan is on track, compare outcomes, and flag opportunities.

Completion of a financial plan with Copper Canyon Wealth Management Group is not a commitment to develop an advisory relationship.  You may implement the recommendations of your personal financial plan in a manner appropriate for your family.