Our Planning Approach
Every journey begins with one step forward. Your wealth management is no different. Aligning your unique wealth objectives with your life ambitions is the foundation of a successful and sustainable financial plan. At Law & Associates, we integrate contemporary investment tools with the same personal care philosophy that Sally Law instilled over four decades ago. We strive to transform the difficult to the simple through an approach founded in honesty and trust. Our three-step planning process begins by devoting time to learn about you and your family and gaining a deep understanding of your financial goals. As your partner we’ll explore all facets of your financial life including where you stand today and your aspirations for the future.
Knowing that important personal choices have a far-reaching impact on your future, our process starts with carefully listening to your goals and making your priorities our very own. We’ll review your preliminary wealth and financial planning questionnaire, including any documents that we’ve asked you to gather to help up prepare for our meeting. During our initial meeting, we’ll also discuss your path moving forward as well as your expectations. What do you hope to accomplish, both now and later in life? What level of risk are you comfortable investing? What legacy do you wish to leave your family? These questions and others will be explored to ensure we have a clear understanding of your aspirations and determine the level of planning you’ll require should you wish to proceed with us as your financial partner.
Understanding Your Present-Day View
Once we have a holistic view of where you are today, we’ll illustrate your current situation in terms of cash flow, taxes, and net worth and review financial projections – figures that represent the foundation of comprehensive wealth and planning strategies. This second meeting makes certain we are looking at all pertinent information and capturing it in your plan. We understand that even the best of plans will require changes as your life goals change.
Planning for Your Vision of Tomorrow
During our third meeting, we’ll provide you a holistic view of your financial future. We’ll present both a written and quantitative analysis, graphic representations and an action plan containing recommendations. We also discuss current and future scenarios outlining whatever situation or decision you may be facing. It’s our goal that you leave our office with the confidence and peace of mind that your plan is under an ever-watchful eye, helping to preserve your family’s future.
Ensuring Your Present and Future Financial Well-Being Through Ongoing & Open Communication
Communication is key to ensuring your plan is aligned with your goals and remaining on the path to achieving your financial vision. This is where we excel. As a Law & Associates client, you receive industry-renowned care and attention. This includes proactive communication as market conditions warrant, as well as periodic reviews to ensure your goals remain on the path through major life transitions. As your financial partner, you can have the confidence that we’ll be by your side through life’s challenges and celebrations – together, for tomorrow.