Benefits

The financial planning process pulls together information about your life (it’s not just about money) so that you have a clearer picture of where you stand and some great ideas about where you can go. The benefits of financial planning include:

• Written Financial Plan – “to do” lists, illustrations, and important background information, so that you have a road map of actionable items for the next five years;
• Professional Referrals – estate planning attorneys, accountants, insurance experts- so that you have access to additional specialists that you need to help you execute your plan;
• Investment Policy Statement – a written plan that precisely specifies how your investments will be structured and what we expect for the long run, so that we can make good investment decisions, even in difficult times;
• Quarterly Portfolio Reports – clear and understandable data, without overkill, so that you can evaluate your progress over time and in the right context - your investment policy - rather than the monthly ups and downs on your brokerage statements;
• Annual Reviews – refreshing your data each year with what “really happened” so that we can keep your plan on track year after year, and catch problems before they become trouble;
• Meetings, Telephone and Email Support – personal contact with your advisor on a regular basis, so that questions that inevitably come up as your plan (and your life) unfolds can be addressed quickly and effectively;
• Administrative Support – an experienced client services administrator, who will work with you so that account openings, account transfers, cash management needs, appointments, and paperwork are handled smoothly and professionally.