Our Review Process - C.A.R.E.
Welcome to the C.A.R.E. Process – Client Account Review Experience
Congratulations! If you are entering the C.A.R.E. Process, your financial planning is complete, and you can say with confidence, that your financial affairs are in order.
If we have done our work well, you worry less about money, you understand what you own, you have regular and predictable income or growth, you feel good about your progress, and you are overall, more relaxed.
Regular communication and meaningful reporting are keys to our on-going success together. Your financial plan needs to keep pace with changes in your life. The C.A.R.E Process directs our on-going review and communication.
After your plan implementation is complete, we focus on providing you the concierge-level care necessary to keep your plan on track. We actively manage and review your plan for today’s needs and tomorrow’s changes. We coordinate your financial plan with your accounting and legal needs to ensure that your plan is intact across the board.
The C.A.R.E. acronym stands for Client Account Review Experience. This high-touch review process seeks to provide you with clarity on every aspect of your plan and give you a true sense of security that your financial affairs are in order. At each review, your entire plan is considered. Your income, investments, estate and legacy plan are reviewed in detail and all your questions are addressed. Our review appointments are all about you. This is your time to ensure that your financial needs are met.