Creating the Road Map
We typically begin our client relationships with a comprehensive financial plan. We start with goal definition and then work to examine and make recommendations based upon existing investments and what adjustments and straegies would be required to increase our client’s success. From these recommendations, we also create an implementation plan from which we work together with our client to achieve their goals. This is when our clients graduate to one of the three tiers of wealth management services we offer.
We Provide You with a Financial Overview.
The SC Financial Services financial planning process provides you with the guidance to make good financial decisions. Information on all aspects of your financial affairs is gathered. SC Financial Services analyzes the information and creates a "road map" clarifying the steps you should take to reach your goals. It’s custom-tailored to you, your needs and values. Your plan allows you to reflect on what’s most important to you.
We Think of it as Relationships under Management.
Financial plans are a forecast of what could happen in the world and how you personally will be affected by it - no one can know the future. So, as part of your on-going relationship with SC Financial Services your “road map” is reviewed regularly to ensure you’re making sound financial decisions and that planning your future remains an invaluable process of discovery.
What Do You Get:
- organized financial affairs
- needs and goals identified
- an understanding of your assets and liabilities
- an analysis of cash inflows and outflows
- clarification of any employee benefits
- a plan for a financially secure retirement
- a strategy for funding your children’s college education
- a current asset/ investment review
- an asset management proposal (synchronized with your financial plan)
- a tax situation evaluation
- a current insurance coverage review
- an estate plan review and attorney referrals