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Financial Planning

3 Step Approach

Each step of our three-step process offers reassuring benefits to you.

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Step One:

Understand Your Life Goals

Our philosophy is centered on our clients' needs and goals. Understanding these is the first step toward developing detailed client data. We perform client interviews to determine financial goals and life objectives. Then, gather current financial information to get a snapshot of our starting point. 

Your future stability will be determined by the many factors that affect your finances today, tomorrow, and in the years to come, including your career, debts, family, health, income, assets, and your risk tolerance level. We believe that a solid financial plan must take that complete picture into account.

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Step Two:

Develop Unbiased Objectives & Recommendations

Next, we collaborate with clients on a goal-oriented, two-part planning process during which objectives and recommendations are developed. This step allows our clients to clearly visualize what is required to meet their stated goals. Individualized plan recommendations may include investment allocation design, tax planning, risk management, and estate planning. As an unbiased, fee-only firm, our comprehensive recommendations are made objectively and specifically to meet each client's needs.

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Step Three:

Create a Flexible, Comprehensive Financial Plan

The result is a flexible, comprehensive financial life plan designed to meet changing needs, styles, and market conditions through ongoing management and reallocation. Our clients remain confident knowing that we are keeping a watchful eye on each aspect of their plans.

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Why Lesjak Planning?

Lesjak Planning LLC, family-owned and independent since 1980, upholds a professional commitment to our philosophy and clients. With more than 100 years of combined experience among our planners, we have witnessed most investment scenarios firsthand. Wisdom, rather than short-term fads and get-rich-quick schemes, guides our decisions and recommendations.

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Plan-Driven Services

A vibrant financial plan demands collaboration between our family and yours. We meet annually with our clients to discuss progress and any necessary changes. We make it easy for clients to monitor their plans by providing accurate, detailed, technical written reports for you or your tax and estate planning specialists , including quarterly and annual portfolio reports.

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Next-Generation Road Map

Lesjak Planning's Annual Management Program is designed for the next generation of individuals and families in the beginning or early stages of their financial journey. We help develop the initial financial road map and begin to build the financial foundation for your future.

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