Mapping your route to financial success.
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?
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?