Financial Planning
Your Financial Roadmap
A financial plan summarizes your current finances and provides a roadmap to help you pursue your financial goals. We work with you to develop a strategy based on your needs and important financial considerations.
A financial plan brings you:
- Personalized recommendations on how to organize your financial life.
- A detailed cash flow plan showing where your money goes each month and suggestions on how to make sure your spending patterns align with your priorities.
- A step-by-step action plan to help manage and reduce your debt and increase the amount of money you have to spend toward reaching your goals.
- A comprehensive evaluation of your needs including retirement planning, wealth transfer, insurance strategies, succession planning, tax management, college savings, and more.
Contact Whitney Bullock, Manager of Financial Planning, to get started on your financial plan!
Whitney Bullock, CWS®, LPL Registered Principal CA Insurance License #0D94440
Manager, Financial Planning
310-643-2279
whitney.bullock@kinectawealth.org
As the Manager of Financial Planning at Kinecta Wealth Management, I work with our advisors to provide comprehensive financial planning to our clients. With over 23 years of experience in the financial services industry, I have...
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