Financial Consulting
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Description
Financial consulting is the ongoing management of an individual's financial resources. All financial decisions should be made in the context of a comprehensive plan that is consistent with an individual's resources, needs, and goals. As the quarterback of the financial planning process, we act as a facilitator to help individuals explore options, evaluate the advantages and disadvantages, and make an informed decision that is fully integrated with their plan.
Core Principles
- Take a coordinated approach to all areas of financial management
- No one product, plan, or method is always best
- Evaluate all pertinent information and allow that information to help shape the plan
- Adapt the financial plan to meet changing needs and goals
- Complete a data survey
- Mutually define the client's goals, needs, and priorities
- Establish realistic goals and quantify them in a manner consistent with an individual's risk tolerance
- Construct personal financial statements (Net Worth Report)
- Review data gathered from the client
- Identify strengths and weaknesses with respect to achievement of stated goals
- Analyze Estate Plan, Insurance Coverage, Cash Flow, and Long-Term Projection
- Consider tactics and strategies available to achieve stated goals
- Identify appropriate techniques for achieving client objectives
- Evaluate alternative solutions
- Assist with understanding all aspects and decision making
- Present a timetable to implement recommendations
- Coordinate internal and external resources to implement financial planning recommendations
- Monitor effectiveness, changes in circumstances, and the current economic environment
- Re-examine an individual's objectives, health status, income, or other personal circumstances periodically
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Financial Consulting