Benchmark Guidance Protocol

Benchmark’s Guidance Protocol – a comprehensive approach to life planning.

No matter where you are in life – just getting started or planning for retirement – you have goals, meaningful aspirations and desired outcomes.

Our process is a client-centric, comprehensive approach to financial guidance that reflects your priorities and specific life circumstances.

The four phases of our process:

Discovery – Before we get down to crunching numbers, we’ll talk about the things that are most important to you – family, community, pastimes, church, etc. We’ll ask a lot of questions about what you’re really thinking, feeling, worried about; your experiences with money; and what you’ve accomplished so far. Together we’ll figure out where you are now and what your desired outcome is.

Planning – Based on what we discuss in the Discovery phase, we will assess your personal situation, gauge where you are now relative to your life goals and priorities, and consider what gaps exist. We will weigh the financial implications of each goal we discuss and construct the framework for a plan that supports them.

Strategies– A benefit of comprehensive planning is that it provides a more complete view of all areas of your financial life. During this phase we will recommend specific strategies to help match each of your objectives. This is where we implement your personalized plan.

Monitoring – Just when you make plans, life happens – and events large or small can change everything. The monitoring stage incorporates tracking systems to keep your plan on target. We’ll help you plan for the unexpected, anticipate change and adjust your plans over time, as necessary.

We at Benchmark Wealth Management believe that adopting a comprehensive planning approach that focuses first on your life goals and aspirations may improve the chances of achieving the future that you envision.

Benchmark’s Guidance Protocol is a process – a journey really – that you and our team, as your “Personal CFOs” will undertake together. By helping you articulate your aspirations, we are better able to understand where you want to be and develop a road map to help you get there. Whatever your hopes for the future, the only way to achieve the vision of how you’ll spend the years ahead is to commit to a plan that can take you there.

It doesn’t stop there! BGP is an ongoing process. Over the course of your lifetime, your dreams, goals and circumstances can change. Through life’s ups and downs, we’ll be there to provide guidance, monitor your progress and help keep your plan in sync with your desired outcomes. Our disciplined process has helped clients eliminate debt, better understand financial decisions and improve family communication regarding money issues.

How you envision the rest of your life might involve family members, adventurous travel or passions you’ve postponed to pursue a career or raise a family. Maybe you’re already living the life of your dreams, but are thinking about your legacy…

Don’t let your dreams fade. Together we’ll chart a path for your future.


Contact Us

2300 E Katella Ave, Suite 400
Anaheim, Ca 92806

Toll Free: 866-397-4916
Local: 714-633-4453
FAX: 714-912-1011

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit The LPL registered representatives of Benchmark may only discuss securities or transact business with persons who are residents of Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Louisiana, Maryland, Maine, Minnesota, Montana, Nevada, New York, North Carolina, North Dakota, New Mexico, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia and Washington.

CRPC conferred by The College for Financial Planning.

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