The context of planning can easily change and financial options can be complex. Formal plans, structure, diagnose, analyze and recommend can make a client and advisor feel comfortable, but in the end, the delivery of a 20-page financial plan may not be helpful. I have found that a strong relationship between the client and advisor facilitates collaborative decision making often results in fast real help. Planning often takes the form of adaptive moves. Adaptive as there is often no single problem; Moves, because there is often no quick fix or master plan solution. Rather there is ongoing integration between the client and advisor leading to a series of adaptive moves.
What do you have?
A one page individual or household financial map
With the use of our technology, we gather information about your income and sources, assets, debt, financial accounts, business interests, insurances, estate plans, and tax filings and provide you with a customized Asset Map.
Financial life check-up
What financial obligations have we made?
Assessment of your relationship with Money
Investment risk preference and current investment philosophy and approach