Comprehensive Financial Planning
Financial Planning is simply the process of determining a client’s financial needs and goals for the future, looking at the current financial situation and analyzing the means a client has to pursue their needs and goals. Financial planning is an interactive process between Signet Strategic Wealth and our client. Although most plans are written within a month, they are used over the course of a lifetime and act as a guide to help our clients seek to achieve both their short and long-term goals.
Within our Comprehensive Financial Planning services, we offer the following areas of specialty:
- Impact and Philanthropic Investing
- Charitable Giving Strategies
- Strategic Tax Planning Strategies
- Stock Option and Executive Benefits Planning
- Small Business Owner Growth, Income, and Succession Planning
Our Financial Planning Process follows the Certified Financial Planning Guideline known as the 8 Step Financial Planning Process:
- Discussing the financial planning process your first meeting
- Understanding your personal and financial circumstances
- Identifying, selecting and prioritizing your goals
- Analyzing your current course of action and potential alternative courses of action
- Developing Financial Planning recommendations
- Presenting Financial Planning recommendations
- Implementing your Financial Planning recommendation
- Addressing implementation responsibilities
- Identifying, analyzing and selecting actions, products and services
- Recommending, selecting and implementing actions, products and services
- Monitoring performance as a collaborative partnership
This process is ongoing and will be used throughout the Financial Planning engagement period.
