Wealthspire Advisors constructs tailored financial plans that are thoughtful, rigorous, and comprehensive. By beginning each relationship with a thorough review of your objectives and priorities we are able to provide a roadmap to guide you over the long haul.
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Phase 1
Gather Data & Establish
Objectives
- Discuss & establish personal goals
- Analyze and evaluate current situation
- Assess time horizon(s) and attitude toward investment risk
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Phase 2
Develop the Plan
- Create and review personal plan with allocation recommendations
- Discuss portfolio strategy and application
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Phase 3
Implementation
- Determine timeline for meeting financial planning goals and executing investment strategy
- Consolidate assets and phase in investing plan in a cost and tax efficient manner
- Coordinate with attorneys, accountants, and other professionals as necessary
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Phase 4
Review & Monitor
- Determine an appropriate review schedule
- Recommend adjustments to the plan and investment portfolio when appropriate
- Support plan with periodic risk review and rebalancing
- Ad hoc meetings and communication as life events dictate
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PLANNING CONSIDERATIONS
Read on to explore the various areas advisors take into consideration when constructing custom financial plans.
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REPORTING
Our comprehensive planning is supported by reporting capabilities that can provide a view your whole financial life regardless of what we manage.
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How can you benefit from a financial plan?
Speak to an advisor for more information on how we can help you.
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