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Financial Planning

Mapping your route to financial success.

Financial planning goes beyond growing your net worth. It's about plotting out a financial course that accounts for unexpected bumps along the way - and discovering untapped opportunities just waiting to be realized. At Key Private Bank, we work with you to develop a comprehensive financial road map that will give you the confidence of knowing you have a plan that accounts for both.

Six-Step Financial Planning Process

We follow a six-step process to create a customized financial plan together to meet your needs. Asset allocation? Risk management? Estate planning? We'll recommend strategies for all of these.

  1. Understanding your goals, objectives, and family situation.
    Discover, define, prioritize: What are your short-term and long-term goals - and who is involved in them?
  2. Organizing your financial documents and materials.
    Gather, review, digitize: We'll help you consolidate all of your financial paperwork into one personalized, secure online portal you can access anytime, anywhere.
  3. Developing a financial plan.
    Design, strategize, inspect: What areas need improvement to help you meet your defined goals?
  4. Customizing recommendations.
    Improve, implement, construct: What strategies will work for helping you progress with your objectives?
  5. Assisting in the implementation process.
    Schedule, apply, support: What does your unique timetable look like - and are you meeting critical deadlines?
  6. Ongoing monitoring and review.
    Monitor, examine, adjust: What progress are you making toward your goals after a year, and are those goals the same?

See How Our Process Can Benefit You

See Your Real Financial Picture, Virtually

Reaching your goals through a personalized, digital roadmap

Key Wealth Direction is a revolutionary financial planning platform that offers qualified clients a secure, online portal featuring a comprehensive, aggregated view of your financial assets. Along with accessing your financial plan through a personalized website, you'll have your Key Private Bank team at your fingertips to provide advice and guidance.

The personalized platform features:

  • A consolidated view of all your accounts, including those held at other institutions
  • Interactive charts and detailed views of your investments
  • Tools to track spending
  • A secure online vault where you can safely store important documents
Learn more about Key Wealth Direction ®

Related Disclosure Information

Investment products are:

NOT FDIC INSURED.NOT BANK GUARANTEED.MAY LOSE VALUE.NOT A DEPOSIT.NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY