Our approach to goals based planning

05.12.16 Back to video

Our Approach to Goals Based Planning

Jason Stamm
Central Region President
The Private Client Reserve

Like so many things in life, your ability to reach your most important goals is greatly enhanced when you create a vision, something to strive for, and then build a plan to guide your efforts along the way. In The Private Client Reserve, we are privileged to work with many successful individuals and families who, despite the vast differences in the origins of their wealth, seem to have one thing in common— they are all juggling multiple priorities with limited time to devote to each one.

Our goals based wealth planning process helps our clients to bring their financial priorities into focus and then map out a path to achieving what is most important to them. We begin with a conversation dedicated to defining and prioritizing a client’s goals. Then we move into a careful assessment of the client’s current situation seeking to understand all the important information we need to know to help develop a path forward. With the clients’ goals and their current situation serving as context, we work together to develop a plan – a set of strategies unique to each client. Finally, with goals defined, important information understood and a plan in place, our journey begins, knowing full well we’ll measure our progress along the way and be sure to adjust as inevitable changes occur.

For more information on this topic, please contact your Wealth Management Advisor.

Investment products and services are:

   

Investment products and services are:
        Not a deposit  •  Not FDIC insured  •  May Lose Value    
Not bank guaranteed   
Not insured by any Federal Government Agency
  

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