We understand that at times, the process of financial planning can appear daunting. There are many options available for growing wealth and protecting your wealth for the unexpected – there is no one-size fits-all approach.
MyState’s Wealth Management experts take the time to work with you to tailor the best solutions to suit your individual needs. We will assist you to get the most out of your money to ensure you have the flexibility and options to enjoy the lifestyle you want.
4 steps to our financial planning process:
Step 1
Getting To Know You
Complimentary obligation-free face-to-face meeting to establish your personal goals.
Step 2
Strategy Creation
Your personal strategy presentation on how to reach your goals faster.
Step 3
Implementation
A review of your implementation plan for your strategy.
Step 4
Ongoing Review
Regular updates to ensure your plan is working the best for you.
- Complimentary, obligation-free face-to-face meeting where we get to know you. We want to find out what's important to you, what your interests are, what you enjoy, what motivates you and who is imortant to you. This will help us to help you.
- We’ll walk you through a clear, understandable process to help identify your goals and objectives
- Identify ways we can help
- We then begin to develop strategies for you, based on research and modelling of your situation
- We want to help you understand everything we present to you, and that includes being up front about our fee for service. We'll discuss this before proceeding with anything, as these fees can vary depending on the advice
- We meet again
- We'll go through the wealth strategies we've developed for you and confirm your goals and objectives
- We'll make sure the planning process in on the right track
- We begin to develop your wealth plan
- This meeting gives you another opportunity to clarify any questions or concerns you have before we put the wheels in motion for your personally tailored financial planning strategy. We'll discuss a fee specific to your strategy before implementation.
- We'll continue our regular contact on a long-term basis and identify any changes that have happened in your life. This will allow us to make sure your financial plan continues to be effectively implemented and managed.
- Complimentary, obligation-free face-to-face meeting where we get to know you. We want to find out what's important to you, what your interests are, what you enjoy, what motivates you and who is imortant to you. This will help us to help you.
- We’ll walk you through a clear, understandable process to help identify your goals and objectives
- Identify ways we can help
- We then begin to develop strategies for you, based on research and modelling of your situation
- We want to help you understand everything we present to you, and that includes being up front about our fee for service. We'll discuss this before proceeding with anything, as these fees can vary depending on the advice
- We meet again
- We'll go through the wealth strategies we've developed for you and confirm your goals and objectives
- We'll make sure the planning process in on the right track
- We begin to develop your wealth plan
- This meeting gives you another opportunity to clarify any questions or concerns you have before we put the wheels in motion for your personally tailored financial planning strategy. We'll discuss a fee specific to your strategy before implementation.
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4. Regular updates to ensure your plan is working the best for you. |
- We'll continue our regular contact on a long-term basis and identify any changes that have happened in your life. This will allow us to make sure your financial plan continues to be effectively implemented and managed.
Start a conversation now