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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.

  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 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 wealth 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®
Our Approach

Manage Your Financial Plan, Digitally

Your life is constantly changing – you need financial advice that can keep up.

Manage Your Financial Plan, Digitally
Resources

Creating a Roadmap with Goals-Based Financial Planning

While financial planning always involves investing, it goes far beyond just building an investment portfolio and selecting investments expected to outperform their peers.

Creating a Roadmap with Goals-Based Financial Planning
Resources

What is Values-Based Investing (VBI)?

What does Values-Based Investing mean? What are the returns vs. non-VBI investing? Is there more than one type of VBI?

What is Values-Based Investing (VBI)?

Disclosures

Investment products are:

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