Comprehensive Financial Planning Process Built for You
We place great emphasis on process at Bleakley Financial Group. We believe that a well-defined process executed with diligence and consistency is the key to financial planning success. Our experienced advisors use the following financial planning process to develop, implement and manage your detailed financial plan.
Learning and Discovery
Each Bleakley Financial Group client is unique. In order to design the right financial plan and provide guidance toward your specific goals, we need to understand your core values, life experiences and hopes for the future. During this discovery process, we’ll discuss your short-term and long-term goals, income needs, risk tolerance and other important factors that relate to the design of your customized financial plan and wealth management strategy. Having a clear view of your assets and liabilities is critical to the success of any strategies we may recommend.
Connecting and Analysis
Once we’ve made an accurate assessment of your needs, we can connect them with appropriate strategies in each area. A comprehensive tax strategy can help you maximize asset growth while minimizing taxes. A detailed estate plan can help ensure your wealth is passed on to the people and causes that mean the most to you. A well-designed investment plan can help you protect and grow your wealth over time.
Implementation and Management
Working together, we prioritize actions to match your circumstances and preferences. If you are currently working with other professionals, we will transition your current holdings to the customized portfolio we create and conduct regular reviews to measure progress. Life is dynamic and your portfolio may need to be revised to reflect life’s changes.
Coordination and Collaboration
Implementing a customized financial management plan often requires coordination with other trusted professionals. We will collaborate with your legal and accounting advisors to ensure your investment strategy and financial plan are on target and managed cohesively.