FINANCIAL PLANNING
Retirement Directive P.L.A.N.™
A financial planning engagement is designed to connect the wealth you've built to the lifestyle you're ready to live, with strategic planning and thorough evaluation. It's not just a financial plan, it's an intentional wealth plan.
We've designed this into a 12-week process called the Retirement Directive, where we combine the P.L.A.N. Framework with 1:1 advice and group education.
(Cohorts open 3X per year.)
What You Strive to Accomplish:
-Confidence in your earliest retirement date.
-Clarity on spending potential.
-Understanding of tax-smart strategies, distribution, and management of the assets you've worked hard to build.
-Fulfillment in estate plan creation.
-Trust in a professional partnership who understands not only needs, but lifestyle, family, and legacy.
-1:1 engagement with a Professional CFP® Professional
-4 group educational calls
*"Melissa has taken my financial goals from confusing and foreign to understandable and manageable. They’ve done an excellent job caring for my accounts and are always available to help!" – Tracy H.
This statement is a testimonial by a client of the financial professional as of 07/26/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
"Is a Financial Plan right for me?"
You're Seeking Clear Answers!
"When can I retire and what's my maximum spending potential?"
"How can I save money on taxes while balancing risk with my life's savings?"
"How will my legacy transfer to next generations?"
You're Ready for "What's Next"...
...but financial language is foreign and you don't know which way to turn...you're not alone! Education and partnership is key to our P.L.A.N. being a success.
THE P.L.A.N.™ FRAMEWORK
Prepare • Learn • Act • Nurture
Your 12-Week Journey Towards Clarity
P — Prepare (Weeks 0-4)
Evaluate your full financial picture with 1:1 advice, consolidate accounts, & clarify what matters most.
L — Learn (Weeks 4-8)
Discover the strategies, tools, and processes that best support your goals through weekly group educational calls.
A — Act (Weeks 8-12)
Implement your personalized plan with clarity, support, and professional guidance.
N — Nurture (Week 12+)
Sustain and evolve your plan with ongoing reviews and education (including The Wealth Dashboard and quarterly meetings for continued learning and support).
You Want a Thorough Evaluation with a Team of Professionals
We Analyze & Educate Through 5 Key Financial Elements:
Retirement Planning
Know when you can retire with confidence, create strategies for tax-free income, and organize your assets for efficient distributions that minimize taxes.
Investment Management
Align your portfolio with your goals, adapt to market changes, and balance investing with preservation so your money works as hard as you do.
Cash Flow
Optimize savings, balance taxable vs. tax-free income, and visualize how your money can provide for the life you've earned.
Risk Management & Insurance Planning
Minimize risk for your family, your future, and the legacy you want to leave behind.
Estate & Legacy Planning
Seek clarity and confidence by mapping your assets, coordinating with your attorney, and designing a tax-efficient transfer of wealth to the people and causes you love.
You're Looking for Benefits That Support a Successful P.L.A.N.™
-One-on-one meetings with Melissa Hampton, a CFP® Professional
-Group education on the top 5 retirement topics
-A collaborative strategy meeting with a tax professional
-A personalized financial plan with detailed reports that connect today’s resources to your future goals
-Access to professional financial software -The Wealth Dashboard-where you can link accounts, organize documents, and track progress through reports and scenarios.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP®in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
More information about LPL Financial
BrokerCheck - Find a broker, investment or financial advisor (finra.org)
HAMPTON WEALTH MANAGEMENT