Clearstream Planning
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    • A Sample of Project-Based Services
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    • A Sample of Services
    • The Process
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Schedule a call
  • Home
  • Short Term Planning >
    • A Sample of Project-Based Services
    • College Funding & Financial Planning
    • Medicare Planning Services
  • Comprehensive Planning >
    • A Sample of Services
    • The Process
    • How We Work With You
  • About
  • Contact

The Process

Six Steps to Help You Identify and Reach Your Goals
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6

INTRODUCTION CALL:

This complimentary call allows us to find more about your most important financial objectives as well as whether our financial planning services are an initial match for your needs.  Through reviewing our services and defining mutual expectations, this will provide further clarity.
SCHEDULE A CALL

DISCOVERY CALL AND PLANNING AGREEMENT

This follow up call allows us to do a deeper dive into how we would address your financial planning concerns. Also, we will go over our financial planning fees and options in more detail and give you a chance to ask final questions before signing the financial planning agreement. 
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SUMMARIZING YOUR FINANCIAL INFORMATION:

We must gather comprehensive financial information in order to gain a wholistic understanding of your financial situation.  Each of the pieces of your financial picture is important in how it works in concert with the other parts.

REVIEW GATHERED INFORMATION​

We must gather comprehensive financial information in order to gain a wholistic understanding of your financial situation.  Each of the pieces of your financial picture is important in how it works in concert with the other parts.

DEVELOPMENT & PRESENTATION OF FINANCIAL PLAN

We analyze your information and provide a clear financial plan that summarizes your current financial situation, future goals, and a clear roadmap of specific actions that will help you achieve those goals.  An equally important part of this process is the education process that gives you the confidence and conviction to implement these actions.

IMPLEMENTATION & ONGOING SERVICE

While many of our recommendations are designed for the DIY, actively engaged client, we are there to actively assist in many areas that require greater support, including tax planning, medicare and health insurance selection, investment management, estate planning, and a range of other areas.  We work with you to efficiently divide up the responsibilities, providing a combination of accountability checkups and assistance in the actual implementation of the recommendations.
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Contact Clearstream Planning​

PHONE
215.650.7279

EMAIL

[email protected]



schedule a call
ADV Part 2 Brochure
Clearstream Planning, LLC is a registered investment advisor offering advisory services in the State of Pennsylvania and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.
 
The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.
Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. 

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Clearstream Planning, LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

Clearstream Planning, LLC does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Clearstream Planning, LLC be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Clearstream Planning, LLC or a Clearstream Planning, LLC authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.