Financial Planning

Your goals and objectives are as individual as you are. Key Private Bank understands how the challenges and issues that every life stage brings can affect your wealth, and has the expertise to help you address them.

Key Private Bank's financial planning process gives you access to a team of experts who will work with you to understand your current and future goals. We pride ourselves on establishing personalized, long-term relationships with all of our clients. We're here to help you build a comprehensive set of strategies to grow, protect, and preserve your wealth.

Five-Step Financial Planning Process:

  1. Understanding your goals, objectives, and family situation. During the client discovery process, we help you establish, document, and prioritize your goals, including objectives related to your family.
  2. Developing a financial plan. We help you determine if your established goals are on track by identifying areas of progress and areas for improvement.
  3. Customizing recommendations. We provide strategies for improving your performance to help you reach your goals.
  4. Assisting in the implementation process. We work with you to create a schedule for implementing your plan, ensuring all critical tasks are completed.
  5. Ongoing monitoring and review. We conduct annual reviews to ensure you're still on track to meet your established goals and make adjustments based on life events that may change your objectives.

The financial planning process results in a customized financial plan that includes recommendations and strategies for asset allocation, risk management, retirement planning, estate planning and, if your needs require, education planning and business planning. In addition, a "wealth issues scorecard" is created to summarize your individual status in each of our critical wealth issues areas.