We work with clients across a broad range of wealth management issues.
Often our work takes the form of discrete projects; in other cases, we help on an ongoing basis. In all cases, our work is detail-oriented and customized to each client.
BASIC PROJECTS
- Financial Foundation Analysis
- Balance Sheet, Income and Expenses
- Financial Goals Assessment
- Cash Flow Modeling
- Goals-Based Projections
- Investment Correlation
- Investment Analysis
- Review of current investments
- Align Investments with Financial Goals
- Investment Policy Statement
- Investment Manager Selection
- Estate Analysis
- Review of Existing Estate Plan
- Trial Probate
- Recommended Improvements
- Insurance Analysis
- Review of Current Insurance
- Placement of new or additional insurance
RETAINER ASSIGNMENTS
- Ongoing investment monitoring
- Manager reviews
- Strategy recommendations
- Service as Fiduciary