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FINANCIAL PLANNING

WHY WE PLAN



When we know where we are, and where we want to end up, it's easier to figure out what it will take to get us there. Without a plan, how can we know if we are saving enough or investing appropriately? In times of uncertainty, a financial plan can also help assure clients that they are still on track to meet their goals.



You wouldn't start a hike without knowing your destination and mapping the route, would you? It's equally important to know where you're going financially, and having a plan for how to get there. A good financial plan helps define your goals and serves as a guide for the path ahead.

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"Planning is bringing the future into the present so that you can do something about it now"

- Alan Lakein

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FINANCIAL PLANNING WITH SPLIT CREEK CAPITAL

Bye, Bye Spreadsheets

No more straight-line math or static spreadsheets. Accurate, and sophisticated projections are critical to proper financial planning. We use secure, cloud-based software and Monte Carlo simulations for all future-date predictions.

Let us know if you want to nerd-out about stochastic volatility but if not, just know that we use the same type of trusted modeling assumptions as banks and life insurance companies.

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Secure Asset Aggregation

You can enter asset and allocation details manually, or you can securely link your outside accounts and the value and any changes will update automatically.

For planning our HTTPS implementation is rated A+ by independent Qualys SSL Labs, and our SSL certificate uses 2048-bit asymmetric and 256-bit symmetric encryption.

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Personalized for you

No two clients are alike. Every plan is completely personalized to you, your goals and priorities. We take all the information you provide, as well as customized behavioral risk profiling, and tailor a plan for a perfect fit.

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Clarity from Complexity

Your finances may seem complicated, but we will help bring clarity to your situation. Our financial plans provide lots of detail, and highlight the important information to ensure that you understand the impact of different scenarios, asset allocations, stress tests, and more.

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Optimize Your Cash Flow

Beyond planning for the future, and informing the choices we make today, a comprehensive financial plan can also help clients to optimize the timing of income streams like Social Security, and RMDs for maximum tax-efficiency.

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Split Creek Capital LLC ® is a Registered Investment Advisor CRD #319437. Proudly carbon neutral with the help of  carbonfund.org. Photo credit @gse_photography

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4917 Plank Rd, Suite #191
North Garden, VA 22959

(434) 414-1477

CONTACT US

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