Financial Planning

Is Financial Planning right for you?

Financial planning is valuable for individuals, families, and business owners who want greater clarity, organization, and confidence about their financial future. You don’t need to have everything figured out before working with a financial advisor—the planning process is designed to help you understand where you stand, identify your priorities, and create a strategy for moving forward.

Financial planning can be especially valuable if you are:

Preparing for or approaching retirement
Managing multiple investment and retirement accounts
Navigating a career change, inheritance, divorce, or other major life transition
Looking for strategies to manage taxes more effectively
Reviewing your estate plan and how assets will pass to your family
A business owner balancing personal and business financial decisions
Wondering whether you are saving enough or investing appropriately
Looking for a coordinated strategy rather than managing each financial decision separately
At ProEast Asset Management, financial planning starts with understanding where you are today, what matters most to you, and where you want to go. From there, we create a personalized financial roadmap and help you adjust it as your life, priorities, and financial circumstances evolve.

ProEast Asset Management Financial Planning Case Studies

Case Study #1

Nearing Retirement

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Case Study #2

Retired

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Case Study #3

Work Optional

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What's Included

We build a personalized, written financial plan that brings together key areas of your financial life, including retirement income, investment strategy, tax planning, insurance coverage, and estate planning coordination.

Your plan is reviewed and updated at least annually—and as your life, goals, or financial circumstances change.

Investment Management

We build and manage personalized investment portfolios based on your financial goals, risk tolerance, needs, and time horizon. Using LPL Financial’s open-architecture investment platform, we have access to a broad range of investment options rather than being limited to proprietary in-house funds.

Our investment management team monitors your portfolio throughout the year and rebalances as needed to help keep your investments aligned with your financial plan and long-term goals.

Ongoing Guidance

Your financial plan should evolve as your life changes. ProEast provides ongoing financial guidance throughout the year, regularly reviewing your progress, financial plan, and investment strategy and making adjustments as your goals or circumstances change.

Whether you’re considering a major purchase, navigating a career change, approaching retirement, or simply have a financial question, we’re here to help. You can reach out anytime—you don’t have to wait for your next scheduled review.

Our Financial Planning Process

Step #1 - Schedule a 30 Min Call

Let’s start with a conversation. During this complimentary 30-minute introductory call, we’ll learn about you, what prompted you to reach out, and what you’re hoping to accomplish. We’ll also explain how ProEast works and answer your initial questions.

It’s a two-way conversation designed to determine whether your needs align with our expertise—and whether ProEast feels like the right financial planning partner for you. No pressure, no obligation. Just a conversation to see if we’re a good fit.

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Step #2 - Get Organized

Next, we take a deeper look at your financial life. During this meeting, we’ll gather and review the information needed to understand where you are today, including your finances, priorities, goals, and any challenges or concerns you want to address.

From there, we begin building your personalized financial plan—bringing the different pieces of your financial life together and identifying clear, actionable steps to help you move toward your goals.

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Step #3 - Your Financial Plan

This is where your financial plan comes together. We’ll walk you through our recommendations, explain the strategies we believe are appropriate for your goals, and show you the steps you can begin taking to move toward your financial future.

We’ll discuss areas such as retirement planning, investments, tax strategies, insurance, and estate planning coordination as they apply to your situation. Most importantly, we’ll make sure you understand not just what we recommend, but why—so you can make informed financial decisions with confidence.

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Think About It.

Choosing a financial advisor is an important decision, and we want you to feel comfortable and confident before moving forward. After we present your financial plan and recommendations, we encourage you to take the time you need to think it over, ask questions, and decide whether ProEast is the right fit for you.

We’re focused on building long-term relationships, not making a sale. There’s no hard sell and no pressure to say yes. And if you decide ProEast isn’t the right fit, that’s okay too. Whenever possible, we’re happy to point you toward another financial professional whose expertise may better match what you’re looking for.

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Ready to Start a Conversation?

Your financial future starts with a conversation. Schedule a complimentary 30-minute introductory call to learn more about how ProEast works, ask questions, and see if we’re the right fit for you.

Schedule Your 30-Minute Call

Email: jennifer@proeastadvisors.com
Call Jennifer Schoenfisch: (860) 432-7233 x155
Text: (413) 416-1933