Personal Financial Planning Services
Personal Financial Planning Services
At our firm, we insist on developing a personally crafted customized financial plan to you before any implementation recommendations are offered. While Wealth Management is a very important part of the relationship our clients have with us, we believe first and foremost we must know and understand what your specific goals and objectives are and then build an investment strategy around those goals and objectives.
Our process includes the following stages:
1. Identifying your unique goals and dreams — we believe that crafting a long term financial planning strategy requires knowing what is most important to you. During our initial consultations much of our conversations will focus on your goals, your successes, and your challenges.
2. Collecting the Data — financial planning is best delivered when supporting documentation is provided to support the facts.
3. Analyzing the Data — from pay-stubs, to investment accounts; from insurance documents to tax returns; and from mortgages to bank accounts, we'll look at it all. We'll give you a clear snapshot of where you stand, identify strengths that exist and examine potential points of vulnerability.
4. Develop a plan — we rely on our own words and experience to deliver specific recommendations that offer perspectives on a wide array of issues that encompass your financial life.
5. Implementing the plan — it doesn’t make sense to commit to the financial planning process if you are not committed to implementing the plan. We will provide you with specific recommendation strategies that will help you achieve your goals and will prepare the documents necessary to implement them.
6. Monitor the plan, make necessary adjustments — we believe that Financial Planning is a lifelong activity which requires ongoing monitoring and the ability to make changes when needed. Our dedication to financial planning first insures our clients that their planning needs will always remain at the forefront of our conversations; no matter whether it is our first meeting, of the twentieth.
Please note that you can implement your financial plan at the financial institution of your choice.
Personal Financial View (PFV)
Take advantage of our easy-to-use, web-based system designed to give you a single access point to securely view all of your financial accounts, tax and legal documents, and insurance coverages.
All of your information is password protected in a secure, encrypted personal web address, accessible only to you and your financial advisor team.
Personal Financial View Client Log-in -- https://wealth.emaplan.com/metbd/
Not a PFV user yet? Click here to download the brochure on the benfits of PFV.
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