Comprehensive Financial Planning
We Practice Comprehensive Financial Planning
At Bleakley Financial Group we practice comprehensive financial planning, a process-based approach the moves beyond investment management to coordinate every piece of your financial life. Using innovative planning tools, our CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals map out strategies to help you provide for the education of your children, fund your retirement, insure against risk and facilitate the efficient transfer of your wealth to the next generation.
Our comprehensive financial planning process begins after we gain a thorough understanding of your current circumstances and long-term goals. By first quantifying what we need to meet your objectives, we begin to bring focus to the process. The next step is to create an investment strategy that takes into account timeframe, risk tolerance, tax efficiency and long-term objectives. By focusing on process and looking across every aspect of your resources, we create a personalized financial plan that is efficient, well-coordinated and aligned with your goals.
Our financial planning process is not a static one, and our work with you is dynamic in nature. Once your financial plan has been implemented, we meet with you on a regular basis to rebalance and recalibrate, as necessary. Throughout life’s inevitably changing circumstances, we strive to deliver consistent counsel, unparalleled service and a level of commitment that leaves no doubt that your goals and objectives are our own.