Needs

  • Appropriate investment allocation
  • Asset consolidation
  • Determining affordability of goals given inherited dollars
  • Determining best use for inherited dollars
  • Tax considerations

 

Process

  • Initial consultation (no cost, no obligation)
  • Planning-type meeting, discuss short and long-term goals
    1. Budgeting, cash flow
    2. Affordability of goals and tax considerations given inheritance
    3. Income considerations  from inherited dollars
    4. Written recommendations and client “action steps” provided
  • Investor Education
    1. Assessment and discussion of tolerance for risk in the financial markets
    2. Explanation of basic investment concepts and management process
    3. Investment recommendations for inherited dollars and other
  • Accounts transferred/rolled over/re-titled
  • Ensure appropriate insurance and legal documents are in place
  • Cycle for periodic investment and financial plan review begins