Investment Planning
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.