Understanding your personal and financial circumstances
To understand your personal and financial circumstances, we begin by asking a series of questions, from health and life-expectancy to goals and needs.
Identifying and selecting goals
We identify goals and apply reasonable assumptions and estimates, such as inflation rates, tax rates, life expectancy, investment returns, and other material assumptions and estimates.
Analyzing your current course of action and alternatives
We analyze your current course of action and potential alternative courses of action, including the material advantages and disadvantages of the current course and whether the current course maximizes the potential for meeting your goals.
Developing the financial planning recommendation
We will develop the financial planning recommendation designed to maximize the potential to meet your goals, the anticipated material effects of the recommendation on your financial and personal circumstances, and how the recommendation integrates relevant elements of your personal and financial circumstances and timing and priority of the recommendation.
Presenting the financial planning recommendation
We will present you the selected recommendations and the information that was required to be considered when developing the recommendation(s).
Implementing the financial planning recommendation
Together, we will establish implementation responsibilities. Many actions such as investment management and financial planning will be done by Robert Rexford, while you or other third-party professionals may have responsibilities to implement the recommended plan.
Monitoring progress and updating
Together, we will monitor the plan by offering professional oversight of the portfolio, the ability to monitor both your financial plan and financial portfolios, and at appropriate moments, such as a financial catalyst, recalculating the progress toward achieving your goals.