The financial planning process can seem overwhelming - especially if you have never sat down to determine your assets, challenges, and goals. When you start working with GW & Wade, we first establish your financial foundation. This process culminates with your team providing a custom financial plan that is driven by your unique financial goals.
The process includes...
We review and document your existing financial data and discuss your needs, challenges, and goals.
We prepare a personal balance sheet, income tax projections, tax withholding analysis, cash flow projection, and an analysis of your current asset allocation.
We present you with our recommendations regarding tax, asset allocation, cash flow, and retirement planning.
We analyze your current insurance coverage and estate plans, and identify where additional coverage or documents are needed.
Finally, we summarize all of our recommendations and discuss specific strategies and dates for implementation. This is where the execution phase of our partnership truly begins.
Once we have reached the implementation stage of the planning process, we monitor, manage and adjust your financial plan based on life changes and market conditions.
We’ll send you timely commentary covering investing, taxes, equity compensation, and more.
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Investment advisory services offered through GW & Wade, LLC