Comprehensive Financial Planning
We begin by gathering information to perform a holistic review of our clients current financial situation. We then work with clients to crystalize and prioritize their financial and family objectives. Then, we run models to help these individuals understand the impact of their current planning on their lifestyle, estate, and community—followed by running alternative models to determine if different planning techniques are needed to better achieve their goals. These alternatives are developed by working with our experienced network of advisors and the client’s existing advisor team.
An investment policy statement helps determine if portfolios should be active or passive and use individual issues or funds. We also define an optimal allocation of assets to achieve the necessary after-tax rates of return.