A personalized financial and tax strategy can provide a powerful tool in helping you take action toward pursuing your long-term goals.
For many, working through the financial and tax planning process for the first time serves as a powerful step they can take toward financial confidence.
Many people ask us what they can expect from the process, so I’m going to shed a little light on what it’s like working with us.
What Can I Expect to Get Out of the Planning Process?
A good financial strategy should provide you with a detailed, comprehensive snapshot of your current financial situation, a thorough modeling of where you want to be, and what actions you need to take to reach those goals.
There are many moving parts to a good financial strategy and, through the planning process, you should gain an understanding of how those things function and relate to one another. We have a clear process set in place to help us understand your goals and develop appropriate and personalized recommendations.
What’s Your Approach to Investing?
We believe in performance driven by the long-term movement of the market. We want to help our clients prepare for any market environment because you can’t predict the short-term movements.
When working with new clients, we utilize several advanced technology tools, such as Riskalyze, to help determine your personal investing preferences, including your risk tolerance, so we can design a portfolio that aligns with your needs and goals.
How Do My Other Financial or Tax Needs Factor Into My Investment and Financial Strategy?
Along with your investment strategy, we provide comprehensive and integrated wealth management and tax services. This includes tax planning, retirement planning, education planning, business succession planning, estate planning, and more, based on your needs.
We aim to integrate these many needs into one comprehensive strategy so everything works together. Our goal is for you to feel less overwhelmed and more confident in your decision-making.
Does Financial Planning Just Show Me How Much I Need to Save and Invest?
While your income, investments, and savings play a big part in crafting an effective strategy, there are other things that impact your financial situation. Your strategy should include a thoughtful account of the things you want to see protected. Protection planning involves looking at suitable insurance protections for life, businesses, disability income, and long-term care.
Additionally, you may want to leave a legacy for your loved ones or an organization in whose cause you strongly believe. Estate or legacy planning boils down to you clearly articulating how you want things to look once you’re gone. And, for many, this part of the plan can be the link that ties together all the other important facets of planning.
What Sets Your Process Apart From Other Firms?
Many clients tell us how trustworthy we are, and how they feel we are always honest with them. Transparency is important to us, and we do our best to provide you the utmost objective and personalized advice and guidance.
Additionally, many clients say they appreciate that we are smaller than the big firms, while still offering experience and knowledge combined with valuable services.