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CHARTING YOUR COURSE TO FINANCIAL INDEPENDENCE

Work-Optional Lifestyle. Early Retirement. Financial Independence. Regardless of your financial goals, the Maynes IM Financial team is committed to getting you there with a clear understanding of our process and a comfort level that allows you to sleep at night. As a result, we have developed and refined a process that charts a course for financial independence. We call it the Checklist Formula™.

While our clientele is comprised heavily of corporate executives, attorneys, healthcare and aviation professionals, our services are ideal for any goal-oriented professional who may know how to fly an Airbus A320, Boeing 737, or perform an appendectomy, but is less skilled when it comes to planning for their financial future.

We welcome clients who share our core values of trust, transparency, and attention to detail. Like moths to flame, our clients are drawn to us for our reputation for building lasting relationship and long-term excellence.

We are based in the sea turtle-friendly community of Boca Raton, Florida yet we travel across the nation to meet with a select group of clients who won’t settle when it comes to their financial future.

Call us at 561-955-6098 to reserve your complimentary consultation.

Panoramic Financial Planning

Our approach looks at your big picture and focuses on your family, occupation, recreation, and of course your money.

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Insurance & Risk Management

We focus on what kind of insurance your financial plan requires, and pursue the most cost-effective way to get it.

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Wealth Management

Customized fee-based investment strategies designed to help you pursue a confident, work-optional lifestyle.

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Our Financial Planning Process

Over the 21 years Mike Maynes, CFP® has developed and refined a six-step process to put your financial house in order and keep it that way as your life unfolds and your needs evolve.

Establish and Define the Client-Planner Relationship

During this stage, we discuss our role and what we will help you with, as well as your responsibilities as our client. We will agree on the decisions to be made and the time frame of your goals. We define the scope of work before commencing.

Gather Data and Goals

Next, we gather client data and determine your goals and expectations. We will ask about your current financial situation, risk tolerance, and timeframe. We gather all relevant documents.

Analyze Financial Situation

We will analyze your information to assess your current situation and determine what must be done to pursue your goals. Depending on the services requested, this assessment could include analyzing your assets, liabilities and cash flow, current insurance coverage, investments and tax strategies. We determine your strengths, areas of improvement, and vulnerabilities.

Review Our Recommendations

During this stage, we offer financial planning recommendations that address your goals, based on the information you provided. We will review the recommendations with you to help you make informed decisions to help you pursue your goals.

Implement Your Financial Plan

Together we will agree on how recommendations will be carried out. We may carry out the recommendations for you and serve as a "coach, " coordinating the process with other professionals, such as attorneys or CPAs.

Monitor Plan and Portfolio Progress

We monitor and track your progress with strategy meetings, and help you make course corrections to your financial plan along the way

Mike Maynes, CFP®

Founder

Over the past 25 years, Mike has firmly established his place in the Boca Raton community, while founding his financial planning firm Maynes IM Financial. Mike has developed and refined a process called The Checklist Formula™.

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Kimberly Summas

Client Service Manager

Kim has been a valuable Maynes IM Financial team member for the last five plus years. She is an animal lover, mother, and philanthropist. As your dedicated client service coordinator, she keeps our firm running smoothly every day.

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Office:	(561) 955-6098
Fax:	(561) 491-9445