Financial Planning
Financial planning is the process of meeting your life goals through the proper management of your finances.
The Financial Planning process involves gathering relevant financial information, setting important life goals, examining the current financial position and implementing a strategy to meet goals & future plans. That strategy then needs to be monitored over time to ensure accuracy and flexibility in ever-changing times.
Welcome to WealthPath, our proprietary financial planning solution.
WealthPath is designed to incorporate complex life planning scenarios and turn them into a concise, actionable, long-term vision of our clients’ financial futures.
Life Goals
Wealth Accumulation
In this stage, we agree on investment returns and inflation assumptions. We also discuss other client-specific risk factors and obstacles that may derail, postpone or alter life goals.
Financial Freedom
There are many ways to present a financial plan. With WealthPath we illustrate a year-by-year evaluation of assets, taxes, income sources, withdrawal rates, and overall progress towards long-term goals.
Peace of Mind
Legacy
Many clients have goals beyond their own life. With WealthPath we incorporate those wishes into our clients’ long-term plans, building proper legacy goals into various scenarios & strategies. Furthermore, we also realize documentation becomes crucial in communicating from one generation to the next. We’re pleased to offer our clients an online, encrypted storage solution for financial documents. Wills, Trusts, insurance policies and other preferred files are easily accessible for loved ones and trusted advisors.
While there are many aspects of the planning process that we provide in house, we also work closely with Estate Planning Attorneys, CPAs, Long-Term Care Experts, and other Professionals to ensure your needs are met.
A comprehensive plan takes coordination, communication, and the commitment to tie it all together in a way you can understand. We take ownership in making sure that happens.