We will gather financial documents and other salient data to assemble a clear picture of the current balance sheet and estate plan. This stage is essential before jumping ahead to later phases.
The information gathered will be analyzed quantitatively and qualitatively to construct a personal balance sheet, income needs plan, budget/cash flow projection, and may include estate plan analysis, insurance needs analysis, education planning, special needs planning, executive compensation planning, or various other analyses.
We will use the following meeting to present the analyses constructed in the previous phase and to discuss reactions and feelings about the findings. Additional scenarios may be discussed at this time along with simulations of plan results. A series of recommendations may be explored if no further information is required. Various possible plans to implement the recommendations may be presented at this time as well. An Investment Policy Statement should also be discussed at this time.
The recommendations may be implemented right away or slowly over time depending on the requirements and level of complexity of the plan.
Pre-scheduled and impromptu meetings will be discussed to ensure the plan is properly monitored and maintained. Reviews will be delivered on a quarterly basis. Discussion frequency will vary based on complexity, requirements, and preferences.
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A wave of new legislation, financial instruments, and vendors allows us to disintermediate previously entrenched middlemen and offer better investment strategies at a lower net cost to our clients. As a Registered Investment Advisor with a CERTIFIED FINANCIAL PLANNER Practitioner (CFP®) leading the team we are true fiduciaries to our clients and put their interests ahead of our own.
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