Client Services
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DecisionCoach
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DecisionCenter
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Provide assistance to help you gain clarity on your highest financial priorities. |
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Organize your finances in a way that makes financial decision-making clear and easy. |
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Commit to a set of measurable goals and priorities which determine the clients’ definition of financial success. |
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Work together toward those goals with clear communication, expectations, and accountability to making better and better financial decisions over time. |
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Assessment of your overall financial position including cash flow, balance sheet, investment strategy, risk management and estate planning. |
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Creation of a unique plan for each goal you have including personal and business real estate, education, retirement or financial independence, charitable giving, estate planning, business succession and other personal goals. |
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Development of a goal-oriented investment plan around tax suggestions, asset allocation, expenses, risk and liquidity factors for each goal. This includes IRA and qualified plans, taxable and trust accounts that require special attention. |
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Design of a risk management plan including risk tolerance, risk avoidance, |
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Crafting and implementation of, in conjunction with your estate and/or corporate attorneys as tax advisor, an estate plan to provide for you and/or your heirs in the event of an incapacity or death. |
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Generation of a benefits plan, risk management plan and succession plan for your business, if applicable. |
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*DecisionCenter requires an active DecisionCoach agreement.