Analyzing Data

Financial Planning 

Are you ready to make progress toward a lifetime of financial freedom?

. . .

As you navigate daily life, your finances are with you every step of the way. In turn, minor decisions can add up, culminating in noticeable changes to your daily life. By working with Marks Wealth LLC, you will establish a newfound sense of confidence in your financial future by understanding the forces that lead to positive financial growth and wealth preservation.


Our financial planning process is centered around trust and communication. By working through our six-step strategy, we take a holistic approach to your financial picture.

goals (1).png

Goal Orientation


Financial Review

Planning & Forecasting

settings (1).png

Strategic Guidance 

analytics (1).png


meeting (6).png

Our Review Process

Financial Planning Steps

goals (1).png

1. Goal Orientation

Before proceeding into financial allocation reviews, investment options or strategic recommendations, we take the time to get to know you on a personal level. Whether on the phone or in-person at our Annapolis, Maryland office, we believe that a mutual understanding is the key to meaningful and productive relationships. Your goals and ambitions will set the framework for your short-term and long-term financial plans.



2. Financial Review

Once we have an in-depth understanding of your priorities, we analyze your financial history. Here, we evaluate previous statements, current investments, existing accounts and ongoing contributions to paint an accurate picture surrounding your current financial state. Throughout the process, we look for cost-saving opportunities and points for improvement, discovering steps that we can take to accelerate your financial goals.

predict (2).png

3. Planning & Forecasting 

Once we have an accurate understanding of your past performance, current financial situation and future ambitions, we move into our planning phase. Here, we factor in your retirement time horizon, cash flow requirements and future income sources to plan potential courses of action. We take every detail into consideration while providing routine updates to ensure the most accurate assessment possible.


4. Strategic Guidance

The Execution step allows us as financial planners to make key recommendations to your financial picture. This step allows for us to help guide you towards your financial desires. We provide our clients with their financial plan and a financial planning client portal. We feel it is important to give you full access to review and monitor both your individual/joint accounts and financial plan. This allows for full transparency of your financial status at any time.

settings (1).png
analytics (1).png

5. Implementation

Once we assembled the necessary planning steps, we proceed into our implementation phase. Here, we follow through with your financial plan, taking action to set your financial trajectory on the right course. As we make changes, we ensure that you are informed every step of the way with our leading technology.


6. Our Review Process

At Marks Wealth LLC, we are never complacent with your current financial standing. In turn, we consistently review and reassess your current holdings, contributions and accounts, making strategic suggestions as necessary to strengthen your current position. As with every step of our process, communication is key. At all times, you will have access to a detailed understanding of our financial plan.

meeting (6).png