Financial Planning Services


Blue Rock Financial Planning Team


CHRISTOPHER DIEDERICH, AIF®

SENIOR ADVISOR

As an advisor with Blue Rock Avenue One, Chris takes pride in helping clients organize their finances and identify immediate, short and long term financial goals. He understands the importance...

CHRISTOPHER GRIEST

BUSINESS DEVELOPMENT COORDINATOR

One of the key differences that sets Blue Rock Avenue One apart is that we deliver our services to our clients as a Team. When Chris joined Blue Rock he was looking for a team of professionals...

 


Discovery

Identify Your Goals and Collect Data – Each client has unique financial goals. Our ability to help you articulate your specific situation is the foundation of our proven planning process.

Assessment/Education

  • Review quantitative data from the Discovery Stage and a rough draft of the financial plan. Accuracy in data and a mutual agreement on the baseline plan assumptions are the foundation to a successful financial planning relationship.
  • Educate on relevant topics – Our clients certainly don’t need to be experts on financial topics. But we believe that by taking the time to completely understand those topics relevant to their specific situation, our clients gain the perspective critical to attain their long term goals.

Implementation

Outline specific strategies for reaching financial goals based on financial plan. Specifically address relevant topics and needs unique to the client’s situation. These areas include but are not limited to: Risk Planning, Accumulation / Distribution Planning, Cash Flow and Tax Planning, Estate Planning, Employee Benefits Planning and Business Succession Planning.

Monitor Plan

Establish a regular schedule for meetings to ensure the plan is on track. This piece of the process is the most important because the only constant in life is change. Ensuring that change is managed efficiently and regularly will increase your chances for a successful plan.