Team Members Sitting Together in a Conference Room
Ideally, everyone can benefit from a financial plan. A plan which addresses life’s financial challenges serves to provide safety, assurance, and peace of mind that long-term goals can be met. Though well-laid plans can fall short, no one doubts the power of planning to prepare for the road ahead. From there, the journey begins. Your initial meeting with Private Wealth Alliance starts with a thorough analysis of your current situation. The introductory meeting will serve as a foundation for future discussions and when appropriate, the development of a comprehensive plan. Our aim is to develop strategies tailored to meet your individual needs aligned with your specific time horizon. For clients with more complex situations, Private Wealth Alliance, may introduce a member of our financial planning team. The CERTIFIED FINANCIAL PLANNER™ practitioner will assist in a collaborative process which differs from an advisor, fee-based approach employed by most firms. A comprehensive planning process is designed to separate the development of the financial plan from the recommendation of specific products. Once created, this objective plan will be shared with you in a joint meeting with the CFP® professional and your advisor. Generally speaking, many advisors provide financial planning services in conjunction with product recommendations. We seek to present an objective view by separating the plan development phase from the implementation phase. Most importantly, Private Wealth Alliance provides comprehensive financial planning services as a complimentary service to our clients. We believe this approach differentiates us from other firms who do not employ an objective, comprehensive planning approach.Click edit button to change this code.