Professional/Family

Overview
Services
Process
Tools
Schedule

You’re in a high-stakes game. Whether you’re leading a team of cutting-edge software developers, practicing in the medical field, or managing your family and your career, you’ve got a lot on your plate. You know you only get one shot at your financial future, but you don’t have time to dig into the details. Our Professional/Family level subscription model allows us to cover every detail of your personal finances so you don’t have to. We monitor your progress and implement the best solutions so you can focus on what you do best.

We’ll tackle each area that impacts your financial plan and future goals, protecting your income, and understanding your benefits at work. You’ll have access to on-demand service, so any time you need us to switch gears or offer guidance, we’ll be here for you. We’ll make sure you have a solid foundation so even when life is unpredictable, you never miss a beat.

Who's it for?

Established professionals
Medical practitioners
Dental practitioners
Dual-income families

Common Services

Comprehensive income protection and risk analysis
Cash flow planning and monitoring (including FLO® Reservoir setup and full access to team concierge)
Comprehensive investments analysis and strategy
Employee benefits analysis, optimization/coordination between spouses
Debt analysis and debt planning strategy
RICP® - Retirement income planning analysis and strategy
Net worth analysis and tracking of progress
Tax strategy and planning*
Up to 4 personal 60-min consultations with advisor per year
Wealth Management full planning experience
Ongoing quarterly progress report and tutorials

Our Philosophy on Wealth Management

^*Parkes Financial does not provide tax advice.

Our Process

Each member of our team will work with you for a seamless, integrated experience as we:

1
Gather Information
Understand your goals and current situation
2
Build your financial scorecard
Customize our planning priorities (areas of focus)
3
Recommend strategies
Provide ongoing analysis and recommendations
4
Implement & update
Take action to improve Financial Balance
5
Measure Progress
Set up tools to track your progress:
- Wealth Steps®
- The Living Balance Sheet®
- FLO® (24/7 cash flow monitoring app)
- Performance Insights™ (Platinum only)

Each quarter, we’ll show you your progress toward Financial Balance® as you: protect your todays, build world-class savings, ensure you have life-event funds, and live debt-free.