“It takes as much energy to wish as it does to plan.” —Eleanor Roosevelt
Your wealth plan is the foundation for building an effective investment strategy customized to your specific situation. To develop a plan for you, we must understand your financial needs and goals, personal and business circumstances, investment and/or tax constraints, and viewpoint on risk. We consider your short-term needs, such as maintaining your day-to-day spending level, funding a large purchase, or setting aside sufficient resources that can be quickly accessed for unexpected events. We also examine your longer-term goals, including retirement, business succession strategies, philanthropic plans, and inheritance goals. In addition, we might engage with your legal and tax representatives to assess how the current regulatory and tax environment influences your wealth plan.
Keep your plan up to date
A wealth plan must adapt to shifting circumstances such as a major life event, a business transaction, a change in tax laws, or a shift in the economy. October, which is National Financial Planning Month, is a good time to review your wealth plan and make sure that it is still relevant to your current situation.
Meet our Planners
Klingenstein Fields Advisors has substantial planning resources with experience in helping individuals and families address the complexities that come with managing significant assets. We work with you to develop a wealth plan designed to help you meet your short- and long-term goals. You may have met some of our Wealth Planning experts already. We encourage you to reach out with any questions or to schedule your personal planning engagement with a member of the team.
