Financial Planning

Strategic Seasonal Planning

Financial Planning2019-02-19T09:03:33+00:00

Financial advice that evolves with you, through every season of life

Strategic Seasonal Planning

Strategic Seasonal Planning is our goal-based financial planning process and where your relationship with Tempus Advisory Group begins. We deliver holistic and dynamic advice by offering three strategy levels with over 40 unique options in different areas of focus and varying degrees of client benefits and service structures. Life isn’t static, so your financial planning shouldn’t be either! We keep your data up-to-date and in real-time enabling us to base recommendations on accurate analysis at any point in time. Strategic Seasonal Planning was designed to evolve with you by giving you the freedom of choice to focus on what is important to you now and the flexibility of refocusing to what will be important in your future. No matter the current season of your financial life, Tempus Advisory Group will be there, with you through every season.

Strategy Levels

A tree’s growth and development is a familiar process to most. While the process is simple, it is also meaningful and eloquently describes the strategy levels Strategic Seasoning Planning offers. Each strategy differs in the complexity of the options available in the areas of financial planning, asset management, service, and benefits.

Foundation

Foundation

All clients begin with this strategy which is designed to establish your financial baseline and the “root” from which your seasonal plan will evolve.

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Transitional

Transitional

This strategy uses your financial baseline to analyze, test, and recommend strategies to develop the “trunk” from which your seasonal plan will blossom.

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Pinnacle

Pinnacle

This strategy is designed to bring your seasonal plan into full bloom by applying advanced techniques and strategies to yield true financial freedom.

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Are you getting the Tempus Treatment?

  • Is your financial advice based on static information and data?
  • Does every recommendation begin with your best interest in mind?
  • Has your advisor formed strategic alliances with other professionals to deliver a holistic experience?