WEALTH
PLANNING
bridging today to tomorrow.
YOUR WEALTH DASHBOARD
WHY FINANCIAL PLANNING
Our goal is to strategically align your wealth around your financial priorities. We do this through a methodical process that starts with a strategy meeting. Upon learning about your current financial situation and understanding your financial priorities, we build a custom and stress-tested wealth plan to achieve clear objectives. Those objectives often revolve around wealth accumulation, wealth preservation, passive income, or wealth transfer. Your custom wealth plan will be comprehensive and encompass many of the 14 wealth management issues. Every financial plan is reviewed by the team and a Certified Financial Planner™ professional to ensure the optimal strategy is crafted and implemented.
UNDERSTANDING RISK CAPACITY
Most investors have seen a risk tolerance* questionnaire, which strives to understand the amount of risk they're willing to take. Think of risk tolerance as the emotional side or risk. On the other hand, risk capacity is the amount of risk investors need to take in order to reach their goals. Risk capacity is the logical side of risk. Risk capacity can be determined by developing a custom wealth plan.
Risk tolerance is an investor's general ability to withstand risk inherent in investing. The risk tolerance questionnaire is designed to determine your risk tolerance and is judged based on three factors: time horizon, long-term goals and expectations, and short-term risk attitudes. The adviser uses their own experience and subjective evaluation of your answers to help determine your risk tolerance.
ONBOARDING & ANNUAL WORKFLOWS
For individuals and families who choose to engage with our wealth planning services, it is our goal to make getting started, simple.
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First, we establish and define the scope of the planning relationships through our introductory call. Second, we begin taking a deep dive into your financial life through a strategy meeting. Third, our team develops a comprehensive plan with specific action items to make your goals happen. And Fourth, we deliver this plan to you both in electronic form -- via your interactive and collaborative "financial dashboard"-- and a hard copy that lays out the plan in an easily readable and concise manner.
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Once clients are onboarded, we implement a recurring annual communication plan and meeting frequency so that we can continue our collaboration in perpetuity. This meeting frequency is customized to the clients preferences.
14 WEALTH MANAGEMENT ISSUES
The 14 Wealth Management Issues help us proactively engage with our clients to prepare them for a variety of financial and life issues that will arise as they transition from one stage of life to the next.