Our Client Promise
There are 10 areas we have identified as “comprehensive financial services” and over 150 check-points which our team “checks-off” each year at our three progress meetings, to proactively ensure that you are always on-track... preventing any unexpected surprises.
1. Annual Update of the Financial Road-Map™
A complete and thorough annual update of your Financial Road-Map® focusing on your values and goals, benchmarking your progress, and continuing support of your goals. Also included are an updated "Capital Projection," written plans for cash reserves, status of each individual financial asset and goal, the estate legacy, and a listing of all insurances.
2. Implementation Plan of Action
Each time we meet, a straightforward, chronological list of straight forward action steps are provided to implement your financial plan which will create the greatest probability that you will stay on track, in order to accomplish your goals.
3. Progress Reports
Delivery of progress reports to you. This simple summary of your assets is designed to show you the progress you are making benchmarked against the goals you have set for yourself.
4. Comprehensive Wealth Management
Our team will ascertain and analyze how your assets are allocated, and give you advice on how to best position them to create the highest likelihood of achieving your goals. We will help provide the "big picture" about your financial situation, with a strategy going forward.
5. Income Tax Planning
During the last two months of each year, our team will complete a written income tax projection for the current calendar year to identify tax saving opportunities and eliminate any unexpected surprises.
6. Income Tax Preparation
During the first quarter of each year we will prepare your tax return for you.
7. Estate Planning
Our team will review and update your estate plan annually, with a significant, highly focused, review every five years. The two objectives are to establish a plan for your money to make it to the next generation and beyond, and secondly, to create a structure that will bring your heirs closer together, avoiding conflicts about the money after you’re gone.
8. Goal Accomplishments
We will contact you in advance of your target goal date, with the plan to fund each of your goals. Our team proactively tracks your progress towards your goal dates, and develops a detailed strategy for accomplishing each one. It's the accomplishment of your goals that is the evidence that you've made smart choices about your money so you can experience what's most important to you.
9. Cash & Debt Management
Our team will advise you on exactly how much cash reserves are needed and what should be done to get to that amount (and keep it there). We will also give specific advice on how to reduce and/or eliminate your debt, according to a timeline that makes sense for you.
10. Financial Plan Safety
Our team will assess any threats we see to your plan, and will look at strategies that will increase the overall safety of your plan. In addition, we're going to look at every type of insurance that exists and help you decide exactly the right kinds and amounts you should have, or if you should have it at all.
1. Annual Update of the Financial Road-Map™
A complete and thorough annual update of your Financial Road-Map® focusing on your values and goals, benchmarking your progress, and continuing support of your goals. Also included are an updated "Capital Projection," written plans for cash reserves, status of each individual financial asset and goal, the estate legacy, and a listing of all insurances.
2. Implementation Plan of Action
Each time we meet, a straightforward, chronological list of straight forward action steps are provided to implement your financial plan which will create the greatest probability that you will stay on track, in order to accomplish your goals.
3. Progress Reports
Delivery of progress reports to you. This simple summary of your assets is designed to show you the progress you are making benchmarked against the goals you have set for yourself.
4. Comprehensive Wealth Management
Our team will ascertain and analyze how your assets are allocated, and give you advice on how to best position them to create the highest likelihood of achieving your goals. We will help provide the "big picture" about your financial situation, with a strategy going forward.
5. Income Tax Planning
During the last two months of each year, our team will complete a written income tax projection for the current calendar year to identify tax saving opportunities and eliminate any unexpected surprises.
6. Income Tax Preparation
During the first quarter of each year we will prepare your tax return for you.
7. Estate Planning
Our team will review and update your estate plan annually, with a significant, highly focused, review every five years. The two objectives are to establish a plan for your money to make it to the next generation and beyond, and secondly, to create a structure that will bring your heirs closer together, avoiding conflicts about the money after you’re gone.
8. Goal Accomplishments
We will contact you in advance of your target goal date, with the plan to fund each of your goals. Our team proactively tracks your progress towards your goal dates, and develops a detailed strategy for accomplishing each one. It's the accomplishment of your goals that is the evidence that you've made smart choices about your money so you can experience what's most important to you.
9. Cash & Debt Management
Our team will advise you on exactly how much cash reserves are needed and what should be done to get to that amount (and keep it there). We will also give specific advice on how to reduce and/or eliminate your debt, according to a timeline that makes sense for you.
10. Financial Plan Safety
Our team will assess any threats we see to your plan, and will look at strategies that will increase the overall safety of your plan. In addition, we're going to look at every type of insurance that exists and help you decide exactly the right kinds and amounts you should have, or if you should have it at all.