Financial Planning & Coordination

We Seek to Empower Our Clients with Clarity and Purpose in Their Financial Plan


Building the Financial Plan

A goal without a plan is just a dream.

Defining Scope of Relationship

In our first meeting, we will mutually define the extent of our potential engagement before any financial planning services are provided. We define what services we can provide and the costs associated with those services.

Gather Client Information & Establish Goals

We meet with you and your family, and invest the time to truly understand your needs and goals. During these initial meetings we will ask many questions and gather all of your financial statements or documents to make certain we have a firm understanding of your needs, goals and risk tolerance.

Evaluate Client's Present Financial Status

Once we have a firm understanding of your goals and have gathered all of your financial information, we will spend time analyzing and evaluating whether your current course of action will enable you to meet your needs. Once sufficient time has been spent, we will send you a detailed summary to ensure that we have an accurate portrayal of you and your family as well as offer some preliminary thoughts or recommendations.

Develop & Present Recommendations

After verifying we have an accurate and firm understanding of your financial picture and goals, we will schedule a follow up meeting to offer our formal thoughts and recommendations that we believe will fit within your risk tolerance yet also with an eye on meeting your goals and needs.

Implement Recommendations

Once we have mutually agreed on the best course of action to achieve your needs and goals, we will begin implementing the investment plan using our PDQ Process to invest your assets as agreed to in prior meetings. Each client’s individual needs, goals and risk tolerance will determine how the assets will be allocated and invested.

Ongoing Monitoring

The initial plan is in place; however, the work has just begun. A financial plan is stagnant. Our lives are constantly changing, and it is important that these changes are considered and factored into the financial plan. Therefore, we must monitor and re-evaluate regularly to ensure that your the plan is still on track to meet your specific goals and needs.

The 13 Wealth Management Issues

Money is simply a tool to create the life you want and the legacy you desire.

Every family, individual and institution is different, but we have found 13 issues that are common themes among the clients and the families we serve.

  1. Investment Planning
  2. Risk Management and Insurance Planning
  3. Banking and Credit Management
  4. Retirement Planning
  5. Executive Compensation
  6. Business Succession Planning
  7. Planning for Incapacity
  8. Education and Family Support
  9. Charitable Giving 
  10. Titling and Beneficiary Designations
  11. Executor and Trustee Selection
  12. Distribution of Estates
  13. Tax Planning


The 4 Stages of Wealth

At different stages of your lives, different portions of your plan become more or less prominent.  A full plan not only responds to but anticipates the changes in your lives.  Our goal is to work with clients who wish to live their lives to the fullest, but who also want to leave a lasting and meaningful legacy to their families, their friends and their community as a whole.

Contact Corrigan-Jones Today