Why Work With Us? Our Financial Planning Process

At White LeBlanc Wealth Planners, we work with a variety of clients, from young investors looking to grow their portfolio to experienced individuals seeking strategies designed to protect the wealth they’ve already built. But all of them have something in common: questions.

Perhaps it’s determining how best to plan for a comfortable retirement or create a legacy for future generations. Maybe it’s asking whether structuring taxes and debt differently today to will allow for increased investment and growth tomorrow. It may even be that a recent life event leaves everyone wondering what the financial future holds.

Whatever questions you have, we’re here to provide answers, feedback and recommendations. Our ability to do so comes from more than 20 years of financial planning experience utilizing a proven, comprehensive process designed to identify your priorities, assist you in setting attainable financial goals, and then implementing strategies tailored to your specific needs.

Here’s how our process works:

Before Your Financial Planning Meeting

Before our first meeting, you’ll receive a letter providing an overview of the financial planning process. It will include a checklist of any documents we’ll need review in order to thoroughly understand your current financial position.

Getting to Know You & Your Financial Planning Goals

Our first meeting will include an engaging discovery session that allows us to get to know more about you. All of the work we do is focused on you and your investment objectives, so we encourage you to ask a lot of questions and share information about your goals for the future.

Creating a Solid Financial Plan

Following our initial planning meeting, our team will create a plan for you based on your needs today as well as your long-term goals. That plan will be designed to take into account both “big picture” thinking as well as the many details critical to achieving long-term growth. We then come back together to discuss that plan and answer any additional questions you might have.

Plan Review and Monitoring

Once you are comfortable with the plan we have created for you, we will execute the plan and monitor it accordingly. You will consistently receive updates from us with key information about your accounts, and we’ll also meet with you regularly to make any adjustments needed as your financial needs or goals change.

Our financial planning process has helped our clients work toward and achieve their financial goals for more than two decades. It can work for you as well. If you’re ready to get started, contact us today. Click here to learn more about the services currently available to White LeBlanc Wealth Planners clients.