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Tuttle Financial Logo
  • Over 80 Years of Experience

Learn the Value of True
Comprehensive Financial Planning

There are a number of advantages of comprehensive financial planning. Understanding these advantages is crucial for your overall financial success. Comprehensive financial planning consists of a rigorous process  of establishing and defining the client-planner relationship, gathering relevant client information, setting specific goals, examining your current financial position, developing a strategic plan for how to meet your goals based on your current situation and future plans, implementing and monitoring the plan, and reviewing financial strategies periodically.

Particularly, comprehensive financial planning provides direction and meaning to your financial decisions. The process helps you understand how these decisions impact other areas of your finances. By viewing each financial decision as part of the whole, you can consider its short-term and long-term effects on your established goals. You can also adapt more readily to changes in the external financial, tax, and legal landscape and your own financial circumstances in the future.

Rainbow

What should financial planners do?

  • Focus on your needs and objectives first prior to making recommendations
 
  • Synthesize all of the facts of your financial picture into one cohesive and comprehensive plan
 
  • Provide guidance on the full spectrum of financial issues
 
  • Work with you to put your plan in action by securing required services and products
 
  • Track results, recommend plan adjustments, and ensure your plan continues to reflect your defined goals over time

Our Guiding Principles

We pledge to provide objective financial education and advice. As fiduciaries, we are required by law to act in the best interest of our clients.

We are dedicated to defined principles guiding how we work with clients, prospective clients, other allied professionals and colleagues, and the public at large. These principles encompass integrity, professionalism, objectivity, competence, fairness, honesty, trustworthiness, confidentiality, diligence, dignity, and respect. Our team adheres to the highest level of ethical conduct and professional standards in line with the standards established by the various member organizations in which we participate.

We believe continuing education is critical to competence and innovation. As such, we strive to exceed the ongoing educational requirements of member organizations in which we participate and related to the use of certain professional credentials.

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Tuttle Financial Logo
  • (646) 349-2813
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© 2021 Tuttle Financial Services, Ltd.™ All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of the copyright owner.

© Tuttle Financial Services, Ltd.™ All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of the copyright owner.