Premier Comprehensive Planning Engagement
Designed For
Individuals, families, and business owners seeking an ongoing partnership to navigate life's financial complexities and opportunities. Common planning areas include:
- Retirement income and distribution planning
- Tax-efficient wealth strategies
- Estate and legacy planning
- Business owner planning
- Investment and cash flow coordination
- Multi-generational wealth considerations
How We Work
At Turning Leaf Financial, we believe meaningful planning is built through partnership, trust, and continuous improvement. Through our Premier Planning Engagement, clients receive ongoing guidance supported by our TREES values:
- 🌳 Teamwork through collaborative planning and regular communication.
- 🌳 Respect for your unique goals, priorities, and financial journey.
- 🌳 Empowerment through proactive reviews and continuous refinement of your plan.
- 🌳 Engagement in Community by helping you make thoughtful decisions that support future generations and the broader impact you wish to create.
- 🌳 Service through responsive support and personalized attention when questions or life events arise.
Included Services
- eMoney Wealth Portal access
- Holistiplan tax analysis reports
- Financial planning and strategy meetings
- Phone, email, and in-person support
- Ongoing plan updates and recommendations
- Comprehensive financial plan through eMoney
Review Cycle
Choose the level of support that best fits your needs:
- Annual Reviews
- Semi-Annual Reviews
- Quarterly Reviews
Additional consultations are available for questions, major life events, or planning opportunities throughout the year.
At Turning Leaf Financial, we believe financial planning is more than numbers. Through teamwork, respect, empowerment, engagement in community, and service, we help individuals, families, and business owners make confident decisions while creating lasting value for themselves, their loved ones, and future generations.