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.
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?
- 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?