Planning for an objective point of view
While the customized financial plan we create for each client is unique to them, the orderly way we go about arriving at it is uniform in its structure for a simple reason: It helps ensure that we stay on point. Here are the integral steps we follow.
Call it what you want – your life’s road map, a personal and comprehensive financial plan, or even an investment policy statement – it’s a very important document because it clarifies where you are now, where you want to get to and what actions need to be taken to help get you there. It also helps us identify any gaps that should be addressed.
When we get down to the business of building your road map, we may work with your other advisors such as your accountant and lawyer. Given the comprehensive nature of the plan, there may be different areas of your life that will inevitably need the thoughtful counsel of your tax and legal professionals – so we’ll coordinate with them to help seamlessly address all matters that your plan should encompass.
Once we’re done, we’ll walk you through it to make sure you understand everything and are comfortable with it. Then with your approval, we’ll put your financial plan into action. Of course, we’ll monitor the progress as time unfolds, incorporating any changes in your personal circumstances along the way to help ensure that you’re always on the right road. Most of all, remember that we’re always here for you wherever life takes you.
To sum it up, here are the steps that outline our process:
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We’ll build an understanding of what’s important to you and why – and where you want to go in life. Essentially, your goals become ours, and inspire us to help you get there.
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We’ll carefully consider the knowledge we’ve gained by learning about you to design your plan, then present it to you and answer any questions you may have.
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Once we know you’re comfortable with your plan and understand how it works, we’ll implement it, select the specific investments and handle all the paperwork.
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We’ll look out for you by reviewing the progress of your plan to make sure it stays on track, and suggest any changes where needed.
