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The Right Partner for Financial Planning

Enjoy an ongoing comprehensive financial planning strategy that focuses on growing your net worth for your long-term goals and precise needs.

Financial Planning

The Importance of Financial Planning

Don’t go another day without a comprehensive roadmap to help you envision your future life. We specialize in optimizing your portfolio performance while minimizing risk to help get you there faster. In crafting your unique financial planning approach together, we will better understand your current situation, evaluate both your long-term and short-term objectives, and identify the right custom strategy to accomplish your dreams.

Importance of Financial Planning

Align your strategy with your life goals. Create a financial plan today.

What Is Financial Planning?

Financial planning lays the groundwork to achieve your specific aspirations. Want to retire early, travel the world, or support charities? As you and your benchmarks change throughout the years, we consistently assess and set objectives, develop strategies, and optimize your assets. Through intentional review and collaborative discussions, our aim is to build a financial plan that views all aspects holistically and is truly as unique as you are.

What is Financial Planning

Financial Planning Analysis & Services

Financial planning with Regista starts with extensive research to effectively manage your resources. By laying out your income, expenses, investments, and savings, we are able to make more informed decisions to optimize your work and earnings. We use the following actions to empower you with strategic choices to start envisioning a more confident future.

  • Overall Financial Goal Analysis
    We discuss your current financial placement and evaluate how to make your future plans a reality, based on a myriad of factors including risk tolerance, time horizon, and personal values.
  • Retirement Goals Assessment
    Through behavior analysis and your own expressed desires for retirement, we plan for a robust and thriving lifestyle. From Social Security analysis to Medicare and health planning, we can outline strategies to maximize income.
  • Tax Strategy
    Through considering the right tax projections, charitable giving, business structures, and investment strategies, we work to maximize tax efficiency and reducing liabilities.
  • Savings and Budgeting Strategy
    We can provide guidance and optimizations on strategies to help you save and budget well, helping to effectively manage your finances.
  • Education Funding Strategy
    Educational opportunities can be costly. Let us help you explore the potential opportunities to fund your children’s future ideas and aspirations.
  • Real Estate Investment Analysis
    We can review the viability and potential returns on real estate investments. From market conditions to growth potential, we’ll find out how real estate can be used in your portfolio.
  • Insurance Analysis
    A full-scope insurance analysis including property and casualty insurance review helps improve your wealth outlook by safeguarding assets and your loved ones against any unforeseen issues. We can help you find and maintain the appropriate coverages.
  • Estate Planning
    From your beneficiaries to the charities you love, ensure your final wishes are clearly prepared for and set up properly.
  • Charitable Planning
    Align your philanthropic goals with the larger financial picture. From donor-advised funds to charitable trusts, we can find the right tax benefits to help you give and do even more.
  • Monitoring and Adjusting the Strategy
    Through continued risk analysis, we plan for unexpected emergencies and economic downturns, mitigate your risks, craft extensive contingency plans, and gain a workable financial safety net.

Financial Planning Process

From first call to final asset withdrawal, we’re with you every step of the way. See how a holistic financial planner can change the way you see yourself, your finances, and your future. 

  • 01
    Initial Consultation

    In this first meeting, our goal is to simply get to know each other by learning about our backgrounds and identifying the benefits of a potential financial partnership.

  • 02

    When we move forward to gathering data, we can start building the financial picture, scoping out assets and liabilities, and formulating long and short-term goals.

  • 03

    With your information in hand, we construct the deliverables which include your current financial analysis, proposed portfolio, and other options.

  • 04

    After strategizing, we’ll review our initial proposal with you and discuss any concerns. Taking your feedback, we make any adjustments as needed.

  • 05

    Once you’ve approved the plan, it’s off to the races. We’ll get all your options set up, including the latest monitoring apps as desired.

  • 06

    Regista continues to provide regular oversight and make suggestion based on your benchmarks and life circumstances. Through each year, we provide a partnership you can trust to help you make the best decisions for your future.

When You Partner With Us

Enjoy having a financial team that’s on your side, taking their time to help you understand and be confident in the financial plan you are about to take.

  • Stress Tested Portfolios
  • Custom Behavioral Financial Analysis and Planning
  • No Minimum Requirements
  • Fee Only Pricing
Akram Hassan Headshot

What Do Our Clients Say About Regista?

A Few Thoughts on Investment Management

Why should I consider working with a financial planner for my financial needs?

A financial advisor has expertise in various areas and can provide professional guidance on complex matters. Our resources give you the best tools for personal finance education and inspiration while accomplishing your goals.

How can financial planning help individuals and families achieve their financial goals?

Financial planning provides the roadmap with actionable steps to optimize income, manage expenses and investments, and provides a comprehensive approach to your finances.

How does cognitive behavioral analysis influence financial planning decisions and behaviors?

When we look at your personal habits and decisions, you will see us exploring the relationship between thoughts, emotions and behaviors, By integrating this approach into financial planning, we can understand and address beliefs or biases that may impact your financial self.

Finding the Regista Way with Financial Planning

Regista exists to be the dedicated partner for the dreamers, doers and achievers who want to be actively involved in their financial process — by bringing the best resources and people around you, we seek to encourage, uplift, and inspire the next generation of investors.

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