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Holistic Planning

Why do you need the holistic plan?

The ultra-high net worth investors have had the benefit of coordinated financial planning for years; however, the middle class and middle-class millionaires who need holistic planning the most, unfortunately, have not benefited from this same level of service as much. Being some of the most vulnerable to economic and legislative changes, the stakes are considerably higher for this group of investors. The risk of running out of money due to poor planning, particularly in retirement, longevity risk and market variability are three of the biggest you might face in retirement. The Bucket Plan® and our holistic planning approach can help. 


Step 1: UNDERSTANDING WHERE YOU ARE NOW

  • Understanding your goals and objectives
  • Understanding your current finances
  • Services we offer to meet your needs
  • Taking action on organizing your financial life and goals

Step 2: DETERMINING WHERE YOU WANT TO GO

  • Organizing your financial life & estate
  • Understanding your net worth
  • Prioritizing your goals and objectives
  • Developing a plan for implementation

Step 3: ACHIEVING THE HOLISTIC PLAN

  • Recap progress we've made
  • Designing your customized Bucket Plan®
  • Aligning your market volatility tolerance with your plan
  • Recommendations provided
  • Implementing your plan

Step 4: PROVIDING CONTINUAL SERVICES & SUPPORT

  • Ongoing consultation
  • Customized review process
  • Annual plan update meeting
  • Proactive communication & education
  • Client appreciation events
  • Limitless availability