Financial Planning
We start by learning about you. What are your financial goals? What about money is important to you? Are these two values aligned with your expectations?
- Your goals.
- Your fears.
- Your resources.
- Your history.
- Your family.
- Your mental perspective on money.
- Your age, dependants, marriage status and health.
- Your career, your industry.
The answers to the following are critically important to your financial planning blueprint.
We start with a free in-person or phone consultation. One of our financial planners begins the process of learning about you – which in turn begins the process of you learning about yourself.
Once we have established a relationship, we create a written financial blue print that is customized specifically for your needs. This is a collaborative effort. We set up a series of meetings as we methodically refine and implement your financial planning blueprint. We then go into action.
Now many companies stop here. We call this the "cruise control and move on to the next prospect" syndrome. At Regatta, this is actually when we become even more active as we monitor your portfolio on a daily basis and constantly refine the course of your financial plan. Remember, our paycheck is tied to your continued financial success. Life events continue to happen and we maintain constant communication with you to continue to serve your portfolio properly. Throughout your relationship with us, via a nationally recognized custodial account holder, you will be able to log in and get up to the minute details on your accounts.
