"If you don't know where you are going, any road will get you there." - Lewis Carroll
Creating the Plan
Beyond Wealth Management analyzes your financial situation and provides customized recommendations to help you achieve your personal financial goals.
Every plan is tailored to address the current status and future goals of each individual client. Your plan will include a detailed written evaluation of your financial requirements and objectives, as well as a discussion of the financial and investment strategies that would work best for you. We will also include general recommendations regarding asset allocation.
Depending on your personal situation, the plan will cover some or all of the following subjects.
- Education funding
- Retirement planning
- Wealth transfer
- Estate planning
- Other relevant financial topics
Value Of Planning
Plans include illustrations and projections based in part on assumptions and rates mutually selected by clients with our guidance. At all times, our clients retain the right to follow all of our recommendations, or choose only those suggestions with which they are most comfortable.
Implementing the Plan
Although we do provide services to help implement newly developed financial plans, our clients are free to put their plans in to action independently. The structure we provide enables our clients to embark on their new financial paths immediately. We also offer further counsel and assistance upon request.
Updating the Plan
Comprehensive financial plans address your immediate needs, while keeping appropriate life-long financial strategies in focus. Knowing that changes in external and personal circumstances can have significant implications on your financial forecast, we recommend and provide regularly scheduled plan reviews to measure your progress and recommend course corrections. Although many clients find that they benefit from these reviews, there is no obligation to take advantage of these services.
Of course, all client information is kept in strict confidence.