Wealth 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 wealth management plan to reach your goals. We'll recommend strategies for all of your wealth management needs such as asset allocation, risk management and estate planning.
- 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?
- 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.
- Developing a financial plan.
- Design, strategize, inspect: What areas need improvement to help you meet your defined goals?
- Customizing recommendations.
- Improve, implement, construct: What strategies will work for helping you progress with your objectives?
- Assisting in the implementation process.
- Schedule, apply, support: What does your unique timetable look like - and are you meeting critical deadlines?
- Ongoing monitoring and review.
- Monitor, examine, adjust: What progress are you making toward your goals after a year, and are those goals the same?