Investment Planning

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:

Discover

This is an open opportunity for us to get to know each other, discuss expectations and styles.
We ask that you share important financial information: Statements from Financial Institutions, Debt balances, Budget, Most Recent Tax Return (See Checklist)

Gather Data

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.

Analyze & Develop

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.

Implement Plan

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.

Review & Monitor

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.

Click the link below to view a sample Financial Plan.

Sample eMoney Report

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.