In my capacity as a wealth manager, I incorporate three important aspects of personal finance:
Planning: determining objectives and assessing relative progress to those objectives, and creating a detailed plan of action. Planning can be comprehensive, or focused on specific goals within a financial picture. Areas of attention include retirement planning, education savings, investment planning, insurance and risk management, estate and legacy planning.
Implementation: assisting clients with putting the plan into action. I implement recommendations through the purchase of securities, insurance, and other vehicles that are suitable for the attainment of the client's financial goals.
Monitoring/communication: critical to the success of a financial plan; and I want my clients to remain engaged to their wealth management strategies. I maintain an ongoing, collaborative approach - one that allows for reviews and adjusts to changes in my clients' financial and personal lives.