Financial Planning

As your investment partner, we are committed to helping you accomplish your unique financial goals and objectives. After developing a thorough understanding of your risk tolerance and short and long-term goals, we will work together to create a customized investment portfolio designed for you. In order to accomplish this, we will take you through the investment consulting process, which is designed to help us determine how to best address your financial goals and dreams.

The planning process we engage in is not a once in a lifetime event. It is evolutionary, taking into account ongoing changes in your life, your resources and the financial decisions you need to consider. It is customized to your objectives, priorities and values. It is comprehensive and integrated, capable of addressing a wide range of financial circumstances and concerns. Our process progresses through four stages:

1. Discover

What are your hopes and dreams?
Do you have a high or low tolerance for risk?
Do you have any specific tax considerations?
What is your investment objective?
What is your time horizon?

2. Recommend

Investment portfolio recommendations
Customized asset allocation strategies
Wealth management services
Diversification

3. Implement

Account opening paperwork
Funding

4. Review

Quarterly performance reports
Ongoing due diligence of investment managers
Periodic reviews
Investment newsletters
Tax harvesting
Portfolio rebalancing

WealthVision

To manage the entire Financial Planning process, we use a cutting edge financial software tool called WealthVision. It supports our advisory process by providing a powerful engine capable of generating comprehensive financial planning analytics, calculating cash flow projections and modeling “what-if” scenarios while serving as a single portal where all financial accounts and important documents can be stored and accessed securely.

WealthVision makes it easy to:

Access real-time financial data 24/7
View your Financial Goals & Plans
Create up-to-date Balance Sheet & Net Worth Statements
Monitor your Investment Strategy and progress toward your goals
Access Estate planning, Life Insurance policies and related documents

Aggregate All Accounts
Share data & documents with trusted advisors such as CPAs and attorneys
View Cash Flow & Retirement Models
Access to all financial matters in a single, secure location
Access financial data on-the-go using the all-new mobile app

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