Financial Plan
- Finite timeline approximately 8- 12 weeks
- Tangible plan; “blueprint”
- Initial meetings and coordination with professionals
- Remainder of implementation and monitoring in the next phase
Wealth Management
- Ongoing implementation of the financial plan
- Create personalized Investment Policy Statement
- Implementation and monitoring of investments
- Coordinated and cohesive effort with other advisors on behalf of your goals
- Financial Plan included with the Personal CFO Program™
Client Roadmap
Initial Engagement
- Informational interviews
- Comprehensive analysis
- Recommendations made
- Implementation initiated
Quarterly
- Portfolio and Market update
- Implementation continues
- Education module
- Review of goals
Annually
- Review Financial Plan
- Update goals and lifestyle information
- Asset reallocation as needed
- Discussion of prior year’s accomplishments
- Creation of ensuing year’s objectives and the implementation plan