Jim Dillon, CFP®, ChFC®

CONNECT

Address:

9700 Business Park Drive, Suite 204
Sacramento, CA 95827

Phone:

(888) 554-2074

Financial Planning

Individual Financial Planing

We start with the basic fundamentals of applying a traditional financial planning approach as follows:

  • The discovery of your unique financial values...then goals, timeframes, risk tolerances, and funding ability.
  • Next we formulate a set of goals with you that are achievable with time, diligence and appropriate funding levels.
  • We determine your risks and explore methods for reducing/managing those risks.
  • We will then analyze all this information and present you with a plan and a set of investment vehicles that best match the goals set forth in the plan.
  • Implement the plan.
  • Together, we monitor our progress toward the goals and make changes when needed to continue our progress to reach the goals defined in the plan.

We utilize a variety of tools for creating financial plans.  Our primary planning tool is Moneyguide Pro (MGP).  MGP is a powerful, goal based financial planning software package.  It is a great platform for determining if one's plan has a reasonable probability of succeeding or not.  It creates an internet based plan so clients can easily view or conduct their own "what if" scenarios from the comfort of their home via secured internet access.  More on MGP, including sample reports, can be found here.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck