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Financial Planning

A Dynamic Digital Financial Planning Tool to Reach Your Goals

Financial planning is the most important piece of our full-service wealth management practice. It is the playbook we use to recommend strategies to grow your net worth, protect your family, reduce your costs, and help you make your dreams a reality. We do not believe in a traditional financial plan. Handing clients a 100 page document and telling them to follow it does not work!

We believe in creating a digital copy of your current reality that can be accessed on your smartphone or browser and then recommend easy to follow instuctions on how to maximize the resources you have based off of this digital copy of your reality. This allows us to see into your financial life and coach you on the best decisions to make along the way. Everyone is different and everyone gets a custom plan to make their goals their new reality.  

Our Financial Planning Process is a dynamic journey designed to empower you on your unique financial path.

Discovery Meeting: A personalized introduction where we get to know you, understand your goals, and explore your financial aspirations. An informal conversation, that centers around you and your family.

Financial Analysis: A thorough examination of your current financial situation, identifying strengths, opportunities, and potential areas for improvement.

Personalized Strategy: Development of a customized financial plan, carefully crafted to align with your unique needs, aspirations, and risk tolerance.

Implementation: Turning the plan into action with tailored financial solutions and strategies.

Regular Review: Continuous monitoring and adjustment of the plan to ensure it remains aligned with your evolving goals, adapting to changes in your life and the broader financial landscape.

At Scenic City Wealth, we are your dedicated partners, guiding you every step of the way on your financia

Create a Plan

Create a Plan

Click the link below to send us an email to schedule an appointment or you can call (423) 498-5999 or Text (423) 498-5568.