Our Process
STONEBRIDGE WEALTH MANAGEMENT
Financial Planning Process
Foundational Financial Planning
For those who need core planning. Whether you are starting out in your life’s adventures or needing do over. We take a deep dive into the specifics of your situation, evaluate the various options you have and paths you could take, and run projections so we can see the impact of your decisions over the long-term. You’ll walk away with clarity on action steps to take next so you can confidently make further progress on your own. We review your annual service calendar to plan accordingly for your financial life, so that you can meet your goals.
Comprehensive and Customized Ongoing Planning
You’ll receive a comprehensive and customized financial plan built specifically to meet your unique goals. By working in close partnership throughout the year, we will deliver a plan and work with you to track progress. An ongoing working relationship means you aren’t overwhelmed by a “one-off” hundred-page financial plan, and allows us to calibrate the plan as your life inevitably changes.
IF you are looking for a trusted fiduciary partner to help with ongoing financial, tax and investment decisions before and throughout retirement, we provide advice on annual income planning and portfolio distributions, tax planning, Roth conversions, investment management, tax-efficient gifting, charitable donation strategies, and estate planning, etc. We also focus on long-term tax minimization throughout every step of our financial planning and investment management processes.
Benefits of a Tax-Efficient Distribution Strategy
Retirement Ready
Take Control of Your Student Loans
Get a Plan You’ll Actually Use
A true financial plan is not a one-time deliverable, nor a product, it a long-term relationship. It's not a giant stack of documents and spreadsheets full of numbers and graphs that miss the context of what the data means for your life. Your life is constantly moving, changing to the ways of life, your finance do as well.
Financial planning is an ongoing process that helps you make well-informed, mindful decisions about today and tomorrow.
We're here to make sure your money works in the real world, in your actual day-to-day life, to help you enjoy more of what you want right now while still growing your assets and establishing a secure financial future.
Through the conversations we have together, you'll get the advice you need, support required for your goals, and a second set of eyes always looking out for your best interests. Stonebridge helps you get fresh insights into your finances — and your future. After each meeting, you'll get clear Financial Strategy Update that covers:
Immediate next steps and action items to continue moving forward
Recommendations on adjustments to make to keep your assets growing
Detailed breakdowns of every agenda item and topic discussed with your advisor
After that, you're not on your own. Between meetings, you can expect the us to proactively reach out to you with reminders, help with questions or concerns, and make sure you have everything you need to reach the financial success you want.
You have made some mistakes in the past, well that is ok, we all do. You are here to make progress and move towards the future, a brighter future! Let get started!
