At Willis Johnson & Associates, we use a customized planning methodology, based on the various stages in the ARC of life, which enables us to carefully identify your passion and create a personalized roadmap that allows us to accompany you on your journey.

CONTINUOUSLY PLANNING

Regardless of your age, we guide you through a process that allows us to Understand You, conduct a thorough Financial Analysis of your current situation, tailor a Financial Plan based on where you are headed, and Implement that Financial Plan in such a way that allows us to accompany you on your journey.

UNDERSTANDING YOU

In order to really understand you, we’ll talk at length about what’s important to you. What are your goals? What motivates you? What does success look like? We’ll also gather personal, financial, and legal data, including taxes, wills, and any other relevant information about you, your family, and your current situation.

FINANCIAL ANALYSIS & EDUCATION

Once we conduct a thorough financial analysis, we’ll educate you on your options so that you can make informed decisions about maximizing all of your resources (including your company benefits) to meet your financial goals.

GUIDANCE & IMPLEMENTATION

During this phase, we’ll show you several ideas and plans that are tailored to meet your financial goals.  We’ll then discuss and ultimately facilitate the implementation of the option that makes the most sense to you.

FINANCIAL REVIEW

What do we mean by continuously planning? Well, once a plan of action is put in place, it needs to be monitored and adjusted as things change. In order for us to effectively accompany you on your journey, we’ll set up a personalized meeting schedule that allows us to have an ongoing conversation.

 

Investing involves risk, including the potential loss of principal. No investment strategy, including diversification, asset allocation, and rebalancing, can guarantee a profit or protect against loss.

THE ARC OF LIFE

At each stage in the arc of life there are common planning categories. And the issues that are addressed in each category are driven by your stage.

  • Maximizing Your Employee Benefits
  • Tax Efficient Savings Strategies
  • Roth IRA Contribution Strategies
  • Cash Flow Projections
  • Emergency Funds
  • Goals, Objectives Based on Risk Tolerance
  • Tax Efficient Asset Allocation
  • Active 401(k) Management
  • Account Consolidation
  • Reinvesting Portfolio Income
  • Managing Company Stock
  • Tax Loss Harvesting
  • Wills and Ancillary Documents
  • Guardians for Children
  • Beneficiary Designations
  • Dependent Care – Kids
  • Employer Charitable Gift Matching
  • Life Insurance – Income Replacement
  • Disability Insurance
  • Property and Casualty Insurance
  • Umbrella Coverage
  • Prioritizing Retirement and Education Savings
  • 529s vs. Alternatives

Allow Us to Accompany You on Your Journey