Family wealth planning is best thought of as a series of planning initiatives that protect present and future generations. Your Forté wealth management process begins with three important consulting processes…
Review
Where you are today? And where you want to be?
- Investment education
- Stage-of-Life discussion
- Cash flow planning
- Family legacy issues
We begin by asking you questions and listening carefully to your answers.
Are you just starting out, with the idea of children, college tuition and secure retirement years away? Or is it time to begin using some of the assets you have accumulated and identify certain distribution strategies that may be more advantageous than others?
We work together to develop a holistic picture of your current situation.
Plan
Together, we start pinning down the more technical aspects of your plan.
- Financial goals
- Identify tax considerations
- Investment and security Evaluation
- Investment policy
We offer ideas at the end of each meeting that prepare you for the next.
We draw on our experience to help you understand your current financial situation, articulate goals, and determine the best way to reach them.
Implement
With map in hand, we activate your new, personalized wealth management plan.
- Evaluation criteria
- Review investments
- Estate transition issues and administration
By the end of this process, we have developed a mutual understanding of your current financial situation, as well as where you want to go—with Forté as your guide.
And our Investment Philosophy sets the guiding principles for investment decision-making on your behalf.