Financial Planning

Financial Planning

The CFP® Professionals of Capital South Wealth Management, LLC. adhere to a Fiduciary Standard in all financial planning engagements. This means we always put your best interests above our own. 

A financial plan is typically suitable for individuals and families who may have complicated financial needs. Our planning process includes a discovery meeting in which you and our CFP® professionals will discuss and determine goals, wishes, concerns, and needs. Following this meeting, our team will work with you to gather all relevant data and documentation. Once the documents are analyzed, we will develop and present your financial plan. During the financial plan presentation, our CFP® professionals will be able to adjust the plan to account for many of life's "what if" scenarios. Common planning areas include goal setting, budgeting, debt management, emergency fund planning, risk and insurance review, education funding, portfolio review, retirement projections, estate planning and distribution, charitable giving, tax strategies, retirement income planning and small business exit strategies. We collaborate with your CPA, attorney, and other professionals to provide the most thorough planning that we can.  

Ongoing Financial Planning

We will provide ongoing financial planning services including semi-annual updates and adjust for changes in your life. In addition, we will provide secure access to your financial plan and accounts in one convenient online location.

Consulting

Our CFP® professionals can complete financial wellness projects on an hourly basis. Common consulting engagements include a financial health analysis, second opinion on a portfolio, a survivor needs analysis, social security claiming strategy, retirement success projections, education planning, insurance reviews. Our CFP® professionals will work to give you confidence by answering your questions and addressing your concerns.