Financial Plan Development
Serving in a fiduciary capacity, Leahy & Clair can help you determine your financial goals and create a comprehensive financial strategy to help you achieve them. In order to determine the appropriate strategies, we must first understand you both personally and financially. This becomes the foundation on which we build. Your income, investments, insurance policies, and other financial resources become the means. As your advisor, it is our responsibility to make sure the goals are achievable and the strategies are realistic.
What should you expect from the process?
In addition to several face-to-face meetings during the process, every financial planning client will be presented with a written report discussing all findings, an in-depth financial report with projections, and a line item list of recommendations to be implemented.
Upon completion of the financial plan, clients have the option to transition into Investment Management clients where Leahy & Clair will implement the recommended investment strategies as well as help the client implement all other financial plan recommendations.
The financial plan truly becomes the basis for all else that follows and is a living document, always changing, but always a measure of our success as an advisor in helping our clients attain their ultimate goals.
For more information on our Approach to Financial Planning, click here.
In summary, we provide:
- Comprehensive analysis of the client and presentation of recommendations
- Recommendations that are tested and alternatives presented
- Billing at an hourly rate
- The solid planning foundation for Investment Management clients
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