Parsippany, NJ and Sparta, NJ, USA
+1 844.MRA.ROAD
support@morrisretirement.com

Financial Planning

Digital Planning for a digital era.

View Your Financial Life. Anytime. Anywhere.

Financial planning is not an isolated event. It needs to be flexible. It needs to adapt to our rapid pace world. That’s why we offer WealthBuilder Planning as a digital planning tool for you to build sophisticated financial plans which are easy to understand, implement and monitor. 

SIGN UP TODAY. IT’S FREE

Build a financial plan that works.

Viewing your financial life in the WealthBuilder Planning is just the first step of the planning process. If you are a paid subscriber*, our advisors will help you analyze, implement and monitor your financial plan, while giving you flexibility to adjust your plan based on changes in your circumstances. 
This collaborative process includes the following steps: 

*OUR SUBSCRIPTION SERVICES
UNCOVERING FINANCIAL BLINDSPOTS

We help you uncover financial blindspots that can stand in the way to your road to financial independence.
Examples of financial blindspots:
– Absence of a cash reserve for emergencies
– Excessive/Insufficient investment portfolio risk
– Being under-insured for disability, life and/or extended care insurance
– Paying too much in taxes 
– Walking around without an estate plan, especially those who have dependents 

UNCOVERING FINANCIAL OPPORTUNITIES

We focus on finding opportunities for you to improve your chances to reach your financial goals.
Examples of financial opportunities:
– Getting your finances organized
– Helping you pay yourself first
– Improving the yield on your cash reserve
– Adjusting your investment portfolio risk
– Reviewing and helping you streamline your debt
– Helping you pay your fair share of taxes
– Helping you create a “rule book” to properly distribute your wealth to your heirs

IMPLEMENTING AND MONITORING 

We plan and then life gets in the way! Once your plan is implemented, you will find that changes will happen in your personal life as well as in the economy. We offer three planning solutions for our subscribers based on their unique needs: BASIC PLANNING: Typically TWO reviews meeting/year and TWO financial goals to plan and monitor
ADVANCED PLANNING:   Typically THREE reviews meeting/year and THREE financial goals to plan and monitor  
COMPLEX PLANNING: Typically CUSTOMIZED reviews meeting/year and CUSTOMIZED financial goals to plan and monitor

TRACKING  

Tracking the progress of your plan will help you get closer to your goals. Tracking is typically done on a yearly basis. We will compare your progress based on the prior year goals and help you redict or refocus your goals as needed.  











Let’s talk about the future you!

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