Organize Your Finances
To start your financial plan we need to first organize your finances. We have to know where you are and what you have before we can see what the future may look like and what changes you may or may not need to make to help you reach your goals. Your Personal Financial Website is where we begin the process.
- Connect and see all of your investments in one place – those we manage and even those we do not manage like your 401k’s, etc.
- Add information on your company benefits and insurance policies.
- Upload important financial documents into your Vault.
- Set up a budget and track your spending.
- View your information and access the vault with your computer, iPad or mobile phone from anywhere in the world that you have a connection.
Please click on the video for an overview:
Creating A Plan
Once we have your finances organized the next phase is to create a plan. Everyone is unique and has their own goals. What are your hopes and goals for the future? Are there changes that you need to make now so they can happen in the future? If so, how will they affect your life today? Is the trade-off worth it?
We will look at your specific goals for life and retirement, compare to what you have entered in your personal site, run the analysis, and discuss your personal results. Once we discuss the results and gather your ideas, we can run different scenarios to see how changes to spending, saving, timing and the goals themselves will look in different scenario’s. All of this will help you create a path from the here and now with all of its current necessities and concerns to the hopes and goals of your future.
Staying the Course
Now that your finances are organized in your Personal Financial Website and you have a plan in place, the next step is to review your plan periodically.
Jason Yost is a Dave Ramsey SmartVestor Pro
As a Dave Ramsey SmartVestor Pro we provide the same type of philosophy and responsible financial planning that you’ve come to expect from Dave Ramsey, Financial Peace University and The Dave Ramsey Show.
W.J. Yost Financial Services and how we can help you
Investing Management
At W.J. Yost, our business is your financial well-being. We believe investment advice should go well beyond the here and now and also look towards the future. It’s about your life and managing the challenges that come along with it. All those ups and downs.
Organize and Plan
Building a personal financial plan takes process, planning and strategy. At W.J. Yost, we get to know you, not just the numbers in your portfolio. Then we provide customized advice and solutions to help you reach your financial goals.
Getting Started
Want to know what it takes to get started and our process? To start any financial or retirement plan we need to first organize your finances. We have to know where you are and what you have before we can see what the future may look like.
"Therefore, brothers, be all the more diligent to confirm your calling and election, for if you practice these qualities you will never fall." 2 Peter 1:10