Advice For Life
Comprehensive financial planning begins with a client's complete financial picture and thorough discovery of the live you envision for you and your family.
The result is a thorough plan for your life and your investments.
Discovery
§Family, key issues
§Goals, retirement timing, special needs
§Values
§Comprehensive view of current financial picture
§Risk tolerance, time horizon, attitude toward volatility
Analysis, Recommendations
§Analyze personal, financial information
§Income goals, probability analysis
§Analyze liabilities
§Analysis of risks and threats
§Coordination with outside advisors
§Action plan: growth, preservation, transfer of wealth
Implementation
§Retirement and education plans
§Estate plan, trust, philanthropic plans
§Borrowing plan
§Risk plan including diversification, hedging, insurance, tax minimization
§Family mission and bylaws
§Asset management
Monitoring
§Track progress toward goals
§Set/follow guidelines for liquidity, asset allocation
§Notification when portfolio strays outside guidelines
§Performance reporting
§Online access
*Financial Planning offered through LPL Financial
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