Comprehensive Financial Planning in Rochester and Mt. Morris , NY
The intricacies of achieving your personal and financial goals are challenging and often complex. Our comprehensive approach to financial planning focuses on your investment goals, resources, circumstances, and constraints, enabling us to enhance the probability of your success.
We begin with a clearly defined process.
- Discovery: During an extensive DISCOVERY meeting, we will focus on developing an understanding of your personal and financial circumstances. This is accomplished by obtaining both qualitative and quantitative information.
- Identifiying & selecting goals: Utilizing the information gathered during discovery, we help you articulate your personal & financial goals. Once IDENTIFIED, using a collaborative process, we prioritize these SELECTED goals, allowing us to focus on what matters to you the most!
- Analysis: Next, we will conduct an ANALYSIS of your current course of action as it pertains to these selected goals. The material advantages and disadvantages are reviewed, and potential alternative options are discussed.
- Recommendations: From these options, we’ll select one or more RECOMMENDATIONS designed to maximize the potential for meeting your goals. Tax-Efficient investment strategies are always considered.
- Presentation: Based on these recommendations, a detailed PRESENTATION is prepared using the information that was analyzed.
- Implementation: We will communicate each parties’ responsibilities with respect to IMPLEMENTATION, including the use of any outside resources. Additionally, we’ll clearly define a timeline for completion.
- Monitoring progress & updating: The PROGRESS of your plan will be MONITORED, and we will keep you abreast of ongoing refinements. An annual meeting allows us to UPDATE your plan for any changes that have occurred, including updates to your goals.
