Approach to Financial Planning
Serving in a fiduciary capacity, Leahy & Clair helps clients define their financial goals and then creates the holistic financial roadmap and recommendations to help achieve them. In order to determine the appropriate strategies, we must first understand the client both personally and financially.
In creating our financial plans, we follow the six-step planning process outlined by the Certified Financial Planner® Board of Standards.
1. Establish and define the client/planner relationship
2. Gather client data and determine financial goals
3. Analyze and evaluate the client's current financial situation
4. Develop and present financial recommendations and alternatives
5. Implement financial recommendations
6. Monitor recommendations
We Believe Planning is the Foundation and Your Investments Are the Tools.
“How do you pack for a trip if you don’t know where you’re going?”
Shouldn't the same philosophy apply to your investments? Ask yourself:
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What are my goals? |
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What am I trying to accomplish? |
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How much money do I need – |
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Are my investments aligned to achieve my goals? |
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