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During the financial planning process, we get to know you, identifying your priorities and concerns. We gather information about your current financial circumstances and implement a unique, objective financial strategy tailored to provide you with balance, diversity and flexibility based upon your ongoing needs.
We begin our process by determining the scope of our engagement. Once decided upon, we then proceed to gather information from you regarding your current financial picture. From there, we identify your priorities, goals and concerns.
After gathering this data we carefully analyze the information in order to develop a suitable financial strategy for you and your family. Once agreed upon, we implement your financial plan.
Circumstances change – often without warning which is why we believe that monitoring and updating your plan is a vital component of financial planning.
Step 1 – Gather and Identify
- Discuss your current strategy.
- Gather information through financial documents and discussions with your family and other professionals.
- Identify your priorities, goals and concerns.
- Educate you and your family about investing and planning.
Step 2 – Analyze Information and Develop a Strategy
- Review your current portfolio and strategy.
- Determine your risk tolerance and investment time horizon.
- Evaluate your income and other needs.
- Construct your personalized financial plan using our independent research and Wealth Management Solution.
- Continue to educate you and your family about investing and planning.
Step 3 – Implement
- Execute your financial plan as agreed upon, in conjunction with your tax, legal and other professionals.
- Launch your secure client portal within our Wealth Management Solution tool.
- Continue to educate you and your family about investing and planning.
Step 4 – Monitor and Update
- Conduct ongoing due diligence and monitoring of your financial plan.
- Recommend changes, as appropriate.
- Perform client review meetings, providing reports and plan updates.