Our Process
We believe that financial planning and investment management are ongoing and collaborative processes
1 Introductory Consultation
- Discovery of financial goals, needs & desires
- Understanding Alpine Planning Group & our independence
- Advisor & client expectations
2 Building the Plan
- Delivery of personal financial analysis & strategy
- Investment education & asset allocation recommendations
- Compensation agreements
3 Implementation & Execution
- Scheduled & ongoing reviews
- Adjustments to plan as personal or financial changes occur
- Collaboration with third party professionals (CPAs, attorneys, lenders, etc.)
- Invitations to social & educational Alpine Planning Group events
4 Legacy
- Estate planning review
- Working directly with family & beneficiaries for a seamless transition
- Charitable considerations