The Fimognari Financial Planning Process : Fimognari Financial | Winter Park, FL

The Fimognari Financial Planning Process

What you can expect

Your comprehensive financial plan generally follows a 6-step process, designed to keep all the pieces on track as you progress from your initial consultation to eventual implementation and follow-up. The process includes:

Goal Setting

  • Get to know each other
  • Help you define and prioritize your goals – fast, fun and effectively
  • Assess your feelings about risk
  • Learn about our value proposition with complete transparency
  • Are we right for you?
  • Provide financial document organizing system


  • Help you get financially organized
  • Review and discuss hard facts / documentation
  • Review and discuss cash flow
  • Help set realistic and achievable goals
  • Review and discuss financial assessment assumptions


  • Deliver your personalized full financial assessment
  • Review and crystallize your goals
  • Establish the value of your resources
  • Help you understand and identify areas where strategies may exist to:
    • Reduce taxes
    • Increase income
    • Reduce expenses
    • Increase possibility of achieving your vision of financial success
  • Educate you on the key issues and considerations
  • Discuss the next steps

Plan Recommendations

  • Communicate planning recommendations
  • Illustrate how the recommendations may improve your path towards achieving your stated goals
  • Bring everything together in a recommendations summary
  • Help you understand your options and make choices


  • Help you put your plan in motion and take action
  • Deliver action steps with assignment of responsibilities and timeline
  • Prioritize which recommendations will be implemented first
  • Coordinate your plan with other advisors such as your attorney, accountant, and property and casualty agent
  • Set up your Personal Financial Dashboard


  • Help you make progress toward your goals with continuous financial planning
  • Make adjustments as your goals and priorities evolve and change
  • Systematically review your planning on a periodic basis, at least annually
  • Between full reviews we are available as trusted advisors whenever you need us