We believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan - one that fits your unique circumstances and grows with you. Our process enables us to learn about a clients goals and objectives, analize their current financial situation, recommend a long term strategy to pursue their goals and objectives, implement a strategy, monitor the progress and update the plan as life changes.
Our financial planning process encompasses the following steps:
Discovery
- Establishing the client relationship
- Gathering client data
- Goal Setting
- Risk Tolerance
- Tax Consequences
Analysis & Evaluation
- Liquid Net Worth Statement
- Current Performance Review
- Current Asset Allocation
Presentation
- Recommendations
- Provide Client Education
- Custom Asset Allocation
- Gain Client Approval
Implementation
- Account Opening Documents
- Account Funding/Transfer
- Consolidated Financial Picture
Monitoring
- Monthly Statements
- Client Review Meetings
- Measure Progress against Goals
- Ongoing Due Diligence of Investment Managers
- Tax Harvesting
- Portfolio Rebalancing
