{"id":299,"date":"2026-07-23T09:33:34","date_gmt":"2026-07-23T09:33:34","guid":{"rendered":"https:\/\/demo.nwddstaging.com\/allegia\/?page_id=299"},"modified":"2026-07-30T04:44:03","modified_gmt":"2026-07-30T04:44:03","slug":"full-financial-plan","status":"publish","type":"page","link":"https:\/\/demo.nwddstaging.com\/allegia\/full-financial-plan\/","title":{"rendered":"Full Financial Plan"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"299\" class=\"elementor elementor-299\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-bd161f6 e-con-full e-flex e-con e-parent\" data-id=\"bd161f6\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;gradient&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-f20fd36 e-flex e-con-boxed e-con e-child\" data-id=\"f20fd36\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-110b2e3 e-con-full e-flex e-con e-child\" data-id=\"110b2e3\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1ebbf5a elementor-widget elementor-widget-heading\" data-id=\"1ebbf5a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Client Services\n\n<\/p>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0e40218 elementor-widget elementor-widget-heading\" data-id=\"0e40218\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Full Financial Plan\n<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9b69bee elementor-widget elementor-widget-text-editor\" data-id=\"9b69bee\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tOne written strategy that unites investments, retirement, taxes, and goals \u2014 everything, finally working together.\n\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5c900bd elementor-icon-list--layout-inline elementor-mobile-align-center elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"5c900bd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items elementor-inline-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item elementor-inline-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/demo.nwddstaging.com\/allegia\">\n\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Home<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item elementor-inline-item\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">\/<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item elementor-inline-item\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Clients<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item elementor-inline-item\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">\/<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item elementor-inline-item\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Full Financial Plan<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6ce3d2b e-con-full e-flex e-con e-child\" data-id=\"6ce3d2b\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;position&quot;:&quot;absolute&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-03ef7a1 elementor-widget elementor-widget-image\" data-id=\"03ef7a1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"657\" height=\"563\" src=\"https:\/\/demo.nwddstaging.com\/allegia\/wp-content\/uploads\/2026\/07\/Allegia-Logos-FINAL_Logo-Symbol-13.png\" class=\"attachment-large size-large wp-image-161\" alt=\"\" srcset=\"https:\/\/demo.nwddstaging.com\/allegia\/wp-content\/uploads\/2026\/07\/Allegia-Logos-FINAL_Logo-Symbol-13.png 657w, https:\/\/demo.nwddstaging.com\/allegia\/wp-content\/uploads\/2026\/07\/Allegia-Logos-FINAL_Logo-Symbol-13-300x257.png 300w\" sizes=\"(max-width: 657px) 100vw, 657px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a050bc7 e-flex e-con-boxed e-con e-parent\" data-id=\"a050bc7\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-c8a3848 e-con-full e-flex e-con e-child\" data-id=\"c8a3848\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-482523f elementor-widget elementor-widget-text-editor\" data-id=\"482523f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tThis is the heart of what we do: the Family Financial Plan. Every other service on this site is a chapter of it.\n\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-147996c elementor-widget elementor-widget-heading\" data-id=\"147996c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Questions we help you answer\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cd5e13f elementor-view-stacked elementor-position-inline-start elementor-shape-circle elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"cd5e13f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-question\" viewBox=\"0 0 384 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M202.021 0C122.202 0 70.503 32.703 29.914 91.026c-7.363 10.58-5.093 25.086 5.178 32.874l43.138 32.709c10.373 7.865 25.132 6.026 33.253-4.148 25.049-31.381 43.63-49.449 82.757-49.449 30.764 0 68.816 19.799 68.816 49.631 0 22.552-18.617 34.134-48.993 51.164-35.423 19.86-82.299 44.576-82.299 106.405V320c0 13.255 10.745 24 24 24h72.471c13.255 0 24-10.745 24-24v-5.773c0-42.86 125.268-44.645 125.268-160.627C377.504 66.256 286.902 0 202.021 0zM192 373.459c-38.196 0-69.271 31.075-69.271 69.271 0 38.195 31.075 69.27 69.271 69.27s69.271-31.075 69.271-69.271-31.075-69.27-69.271-69.27z\"><\/path><\/svg>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\tAre we on track \u2014 and what does \"on track\" even mean for our goals?\n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-465f56b elementor-view-stacked elementor-position-inline-start elementor-shape-circle elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"465f56b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-question\" viewBox=\"0 0 384 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M202.021 0C122.202 0 70.503 32.703 29.914 91.026c-7.363 10.58-5.093 25.086 5.178 32.874l43.138 32.709c10.373 7.865 25.132 6.026 33.253-4.148 25.049-31.381 43.63-49.449 82.757-49.449 30.764 0 68.816 19.799 68.816 49.631 0 22.552-18.617 34.134-48.993 51.164-35.423 19.86-82.299 44.576-82.299 106.405V320c0 13.255 10.745 24 24 24h72.471c13.255 0 24-10.745 24-24v-5.773c0-42.86 125.268-44.645 125.268-160.627C377.504 66.256 286.902 0 202.021 0zM192 373.459c-38.196 0-69.271 31.075-69.271 69.271 0 38.195 31.075 69.27 69.271 69.27s69.271-31.075 69.271-69.271-31.075-69.27-69.271-69.27z\"><\/path><\/svg>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\tDo all our accounts, insurance, and investments actually fit together?\n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4ef8ff9 elementor-view-stacked elementor-position-inline-start elementor-shape-circle elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"4ef8ff9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-question\" viewBox=\"0 0 384 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M202.021 0C122.202 0 70.503 32.703 29.914 91.026c-7.363 10.58-5.093 25.086 5.178 32.874l43.138 32.709c10.373 7.865 25.132 6.026 33.253-4.148 25.049-31.381 43.63-49.449 82.757-49.449 30.764 0 68.816 19.799 68.816 49.631 0 22.552-18.617 34.134-48.993 51.164-35.423 19.86-82.299 44.576-82.299 106.405V320c0 13.255 10.745 24 24 24h72.471c13.255 0 24-10.745 24-24v-5.773c0-42.86 125.268-44.645 125.268-160.627C377.504 66.256 286.902 0 202.021 0zM192 373.459c-38.196 0-69.271 31.075-69.271 69.271 0 38.195 31.075 69.27 69.271 69.27s69.271-31.075 69.271-69.271-31.075-69.27-69.271-69.27z\"><\/path><\/svg>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\tWhat should we do first, and what can wait?\n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4fa4802 elementor-view-stacked elementor-position-inline-start elementor-shape-circle elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"4fa4802\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-question\" viewBox=\"0 0 384 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M202.021 0C122.202 0 70.503 32.703 29.914 91.026c-7.363 10.58-5.093 25.086 5.178 32.874l43.138 32.709c10.373 7.865 25.132 6.026 33.253-4.148 25.049-31.381 43.63-49.449 82.757-49.449 30.764 0 68.816 19.799 68.816 49.631 0 22.552-18.617 34.134-48.993 51.164-35.423 19.86-82.299 44.576-82.299 106.405V320c0 13.255 10.745 24 24 24h72.471c13.255 0 24-10.745 24-24v-5.773c0-42.86 125.268-44.645 125.268-160.627C377.504 66.256 286.902 0 202.021 0zM192 373.459c-38.196 0-69.271 31.075-69.271 69.271 0 38.195 31.075 69.27 69.271 69.27s69.271-31.075 69.271-69.271-31.075-69.27-69.271-69.27z\"><\/path><\/svg>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\tIf something happens to one of us, is the other going to be okay?\n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2d382ff elementor-view-stacked elementor-position-inline-start elementor-shape-circle elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"2d382ff\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-question\" viewBox=\"0 0 384 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M202.021 0C122.202 0 70.503 32.703 29.914 91.026c-7.363 10.58-5.093 25.086 5.178 32.874l43.138 32.709c10.373 7.865 25.132 6.026 33.253-4.148 25.049-31.381 43.63-49.449 82.757-49.449 30.764 0 68.816 19.799 68.816 49.631 0 22.552-18.617 34.134-48.993 51.164-35.423 19.86-82.299 44.576-82.299 106.405V320c0 13.255 10.745 24 24 24h72.471c13.255 0 24-10.745 24-24v-5.773c0-42.86 125.268-44.645 125.268-160.627C377.504 66.256 286.902 0 202.021 0zM192 373.459c-38.196 0-69.271 31.075-69.271 69.271 0 38.195 31.075 69.27 69.271 69.27s69.271-31.075 69.271-69.271-31.075-69.27-69.271-69.27z\"><\/path><\/svg>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\tHow do we make big decisions \u2014 home, business, retirement \u2014 with confidence?\n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8154b0b elementor-widget elementor-widget-heading\" data-id=\"8154b0b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">How we approach it\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-818c239 elementor-widget elementor-widget-text-editor\" data-id=\"818c239\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>We gather your full financial picture \u2014 income, investments, retirement accounts, insurance, estate documents, taxes \u2014 and pressure-test how it all works together today. Then we write a plan built around your priorities, with clear action steps in order of impact.<\/p><p>The plan is a living document, not a binder that gathers dust. As life changes, it changes \u2014 and every recommendation we ever make traces back to it.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-390dfcc elementor-widget elementor-widget-text-editor\" data-id=\"390dfcc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tCurious what working together looks like? Walk through <a href=\"https:\/\/demo.nwddstaging.com\/allegia\/your-experience\/\"><strong>your experience at Allegia.<\/strong><\/a>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7092ccc e-con-full e-flex e-con e-child\" data-id=\"7092ccc\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b9139f7 elementor-widget elementor-widget-template\" data-id=\"b9139f7\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;sticky&quot;:&quot;top&quot;,&quot;sticky_parent&quot;:&quot;yes&quot;,&quot;sticky_on&quot;:[&quot;desktop&quot;,&quot;tablet&quot;,&quot;mobile&quot;],&quot;sticky_offset&quot;:0,&quot;sticky_effects_offset&quot;:0,&quot;sticky_anchor_link_offset&quot;:0}\" data-widget_type=\"template.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-template\">\n\t\t\t\t\t<div data-elementor-type=\"section\" data-elementor-id=\"565\" class=\"elementor elementor-565\" data-elementor-post-type=\"elementor_library\">\n\t\t\t<div class=\"elementor-element elementor-element-172ee13 e-con-full e-flex e-con e-child\" data-id=\"172ee13\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-032e2ac e-con-full side-card e-flex e-con e-child\" data-id=\"032e2ac\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3b31813 elementor-widget elementor-widget-heading\" data-id=\"3b31813\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">For advisors\n<\/p>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4aa2bfd elementor-mobile-align-center elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"4aa2bfd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/demo.nwddstaging.com\/allegia\/the-advisor-experience\/\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"uic fi-rr-arrow-alt-right\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">The Advisor Experience<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/demo.nwddstaging.com\/allegia\/succession-planning\/\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"uic fi-rr-arrow-alt-right\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Succession Planning<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/demo.nwddstaging.com\/allegia\/continuity-planning\/\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"uic fi-rr-arrow-alt-right\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Continuity Planning<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/demo.nwddstaging.com\/allegia\/mergers-acquisitions\/\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"uic fi-rr-arrow-alt-right\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Mergers &amp; Acquisitions<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2295791 e-con-full side-card e-flex e-con e-child\" data-id=\"2295791\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c140e84 elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"c140e84\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<i aria-hidden=\"true\" class=\"xlwpf isaxbold-quote-up\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-27c59e4 elementor-widget elementor-widget-heading\" data-id=\"27c59e4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Do what is right. Dig deeper. Build real relationships.\n<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-05e87f6 elementor-widget elementor-widget-text-editor\" data-id=\"05e87f6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t\u2014 Darren Colananni, Founder\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-fa7e233 e-con-full side-card e-flex e-con e-child\" data-id=\"fa7e233\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d5a4ed6 elementor-widget elementor-widget-heading\" data-id=\"d5a4ed6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Credentials\n<\/p>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-703d135 elementor-widget elementor-widget-text-editor\" data-id=\"703d135\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tOur founder holds the following professional designations:\n\n\t\t\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c49fb81 e-con-full e-flex e-con e-child\" data-id=\"c49fb81\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f999d18 elementor-widget elementor-widget-text-editor\" data-id=\"f999d18\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<strong>CFP\u00ae<\/strong>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-21e4332 elementor-widget elementor-widget-text-editor\" data-id=\"21e4332\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<strong>ChFC\u00ae<\/strong>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4c552fa elementor-widget elementor-widget-text-editor\" data-id=\"4c552fa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<strong>CIMA\u00ae<\/strong>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b893980 elementor-widget elementor-widget-text-editor\" data-id=\"b893980\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<strong>CPWA\u00ae<\/strong>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1d1a3f6 elementor-widget elementor-widget-text-editor\" data-id=\"1d1a3f6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tCheck the background of your financial professional on FINRA&#8217;s\u00a0<a href=\"https:\/\/brokercheck.finra.org\/\" target=\"_blank\" rel=\"noopener\">BrokerCheck \u2197<\/a>.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Client Services Full Financial Plan One written strategy that unites investments, retirement, taxes, and goals \u2014 everything, finally working together. Home \/ Clients \/ Full Financial Plan This is the heart of what we do: the Family Financial Plan. Every other service on this site is a chapter of it. Questions we help you answer [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"class_list":["post-299","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Full Financial Plan | Complete Wealth Planning | Allegia<\/title>\n<meta name=\"description\" content=\"One written strategy that unites your investments, retirement, taxes, and goals \u2014 everything working together.\" \/>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Full Financial Plan | Complete Wealth Planning | Allegia\" \/>\n<meta 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