Building a Roadmap for Your Future
To build a solidly-performing wealth management plan, you need to take a significant number of factors into account. This starts with an in-depth understanding of all the component elements of your finances to give us an accurate picture of your situation and to identify areas that require immediate attention.
Beyond your assets, investments, insurance policies, estate and tax plan, an effective wealth management solution must incorporate all the issues that affect your wealth - including your personal goals, dreams, fears and vision for the future.
We begin our relationship by using a proprietary approach to conduct a detailed information gathering session. During this initial evaluation, we help you articulate what keeps you up at night, what you still hope to accomplish and the legacy you would like to leave behind. We assess your current financial plan, identify its strengths and weaknesses, evaluate its tax efficiency and uncover opportunities for improvement.
Depending on your personal situation, we also review critical areas such as issues relating to business continuity and transition, cash management, the balance between income generation and capital preservation, the involvement with a trust or any charitable foundations and more.
Your Wealth Management Blueprint
After serious analysis of your current situation and future goals, we translate everything we learn into a detailed document that outlines a go-forward strategy tailored directly to your needs.
- It encompasses everything from your investment performance and tax efficiency to the adequacy of your insurance and your estate planning structures.
- It summarizes your goals, provides you with financial projections and flags any issues that might be holding you back.
- Most significantly, this is not a pre-filled report or product pitch; instead, it can serve as a blueprint for strengthening the foundations of your financial strategy and building a successful plan for the future.