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Financial Planning Services

Comprehensive, personalized financial planning to help you define your goals and build a clear path to achieving them.
Financial Planning Services

Financial Planning Services

Battle Creek, MI | Kalamazoo, MI | Jackson, MI | Available Nationwide

The Generations Financial Planning & Wealth Management team offers comprehensive financial planning to our clients. Erik Smith, Nicholas Acri and Dylan Thomas will follow the Seven Step Financial Planning Process.

While we have physical offices in Battle Creek, Kalamazoo, and Jackson, MI, we routinely provide services via video conference or phone to clients across the United States.

Who Needs Financial Planning?

Many think that a financial plan is only for the high net worth or those close to retirement. This could not be further from the truth. From beginning your first retirement account as you enter the work force, to planning your legacy and gifting strategies, a financial plan is a vital tool during every stage of life.

What is Comprehensive Financial Planning?

Financial Planning is a vital step on your way to reaching any financial or life goal. It is an ever-changing document that can guide a client’s decision making in a way that best accomplishes their personal and financial goals. There are 7 steps in the Financial Planning Process, discussed below.

The Financial Planning Process

Before We Begin
We start by establishing the scope of the engagement, understanding your expectations, and clarifying what we can offer. This sets a clear foundation for everything that follows.
We gather comprehensive information about your current financial situation, including income, expenses, assets, liabilities, tax situation, insurance coverage, and existing investments.
Together, we clarify your personal and financial goals – both short-term and long-term – and prioritize them based on what matters most to you and your family.
We analyze your current financial position and evaluate alternative strategies, identifying gaps and opportunities that align with your goals and risk tolerance.
Our team develops a set of personalized recommendations designed to address your goals, incorporating investment, tax, retirement, estate, and insurance considerations into one cohesive plan.
We walk you through our recommendations clearly and completely, answering all questions and adjusting the plan until you are fully comfortable and confident moving forward.
We implement the agreed-upon strategies, coordinating with other professionals such as attorneys and CPAs as needed, and guiding you through each step of execution.
Your financial plan is a living document. We conduct regular reviews to monitor progress, adapt to life changes, and ensure your strategy continues to serve your evolving goals.

How Can We Help?

We make it easy for you to understand, invest, and plan financially for the life you want. If you are serious about planning for your future, we want to meet with you.

Simply fill out a brief survey and we will be in touch to schedule a time to meet.

Or call us at (269) 441-4143

Complimentary Consultation
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Battle Creek Office

269-441-4143

Kalamazoo Office

269-441-4099

Jackson Office

517-795-2025

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Ready to Build a Stronger Financial Future?

Schedule a complimentary consultation and discover how our team can help you grow and protect your wealth for generations to come.
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