Unique Personalized Process
5 Step Financial Planning Process is the Foundation for Every Engagement.
5 Step Financial Planning Process
We immerse ourselves in your financial, tax, legal, and family matters through in-person meetings and document reviews, mining for key information.
- Uncover Dangers, Opportunities, and Strengths
- Understand Goals and Preferences
- Construct a Balance Sheet
- Discuss Cash Flow Needs
- Review Estate Plan Determine Risk Tolerance
2. Success Session
Discovery process results are outlined and reviewed to minimize your dangers, maximize opportunities ahead, and take advantage of your strengths. Working collaboratively to define what spells success for you, we develop a custom measurement program to ensure we meet expectations.
3. Quick Start
A PagnatoKarp differentiator; we deliver results in 60 days. This establishes positive momentum from the Discovery and Success Sessions and lays the groundwork for a proactive, results-oriented relationship.
- Tax Exposure Minimization Strategies
- Financial Independence Quantified
- Portfolio Implementation Proposal
- Cash Flow Illustrations
- Succession and Estate Planning Solutions
4. Breakthrough Solutions
We continually tap into our planning, tax, legal, financial, and concierge expertise to provide customized solutions for your family. Breakthrough ideas might include hedging equity exposure, creating a Grantor Retained Annuity Trust, gifting an appreciated asset, tax-loss harvesting, or an off-site family meeting.
Comprehensive but simple reporting on your assets, connecting your financial goals and objectives with real world actionable insights. You will gain access to Return on Investment (ROI) for your investments.
To start a conversation about YOUR needs, please call us at 703-468-2700.
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