For our Wealth Management Clients, we believe financial planning is keystone. Washington Crossing Financial Group has the tools to create a complete Financial Plan. We access your current financial situation; then we begin the discovery phase of understanding your wants and needs for your future as well as gain an understanding your risk tolerance and time horizon. After we gather the critical information, we will analyze it and work to develop a Financial Plan that will include a Financial Plan that embraces those goals.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and work towards those rewards.
Financial Planning embraces these key elements:
Building on our first conversation, we will delve deeper into your habits with money, your current financial situation and your wants and needs for your future. This will help to develop your complete financial picture that creates the roadmap for how we will be able to serve your financial planning needs.
We will review our Investment Process and Strategy with you sharing how we would construct a portfolio for you with an overview of our initial investment recommendations.
Hand in hand with our Investment Management Process, we will take all of the information shared and build a meaningful plan to share with you incorporating suggested pathways to address your future needs.
Once we select the best approach, we put your personalized plan into action. We then maintain consistent communication with you, via quarterly reviews and annual Financial Plan review. We carefully monitor your portfolio and make adjustments when necessary.