Financial Planning Process
For people of significant means who desire fully integrated, dynamic financial planning, we recommend working with one of our financial planners and the team that supports our process. It is fee-based and includes "six pillars": Financial Position, Adequate Protection, Wealth Accumulation, Tax Reduction Strategies, Retirement Planning and Estate Planning**, each comprehensively.
We must get to know our clients and understand what is truly important to them, so our commitment and skills to ask the right questions and listen to what you are saying lays a critical foundation of our long-term relationship.
Our financial planners use a four-step process to arrive at sound financial plans:
- Analyze
We ask questions and listen carefully to you. We then compare your existing plan with your values and objectives and see if they are in alignment or deviate from what you want to achieve.
- Design
We prepare a written program, pointing out gaps and making suggestions how to reach your objectives more effectively.
- Implement
When our recommendations make sense to you, we work with you to put your plan into action and help you coordinate and secure the required services and products.
- Review
We monitor and report progress to you over time, through planned, periodic reviews. We help you keep your plan current in an ever-changing financial environment.
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** Estate Planning services are provided working together with your estate planning attorney, tax attorney and/or accountant. Consult them for specific advice on legal or tax matters.