In selecting a financial planning firm, evaluate its objectivity, the quality of the relationship, and the ability of the planner to help you prioritize and implement the plan recommendations.
- Unlike some financial services or commission based advisors, we have no hidden agendas or proprietary products or services to offer as “recommendations” during the planning process.
- You will work with a senior, experienced, and credentialed Financial Planner, backed by input on your unique situation from specialists in each key aspect of planning. Your planner will individually craft your plan so that you receive thorough, appropriate recommendations.
- We take the time to show you how each plan component works together to help you achieve your goals.
- We work with you long after the initial plan is presented through regular meetings and on-call support to help you implement the recommendations that will have significant impact on your long term financial health and to provide advice as unanticipated opportunities arise. We update our clients’ plans to reflect changes in their situation and to provide current recommendations as tax and planning strategies evolve.
Our relationship, our commitment, and our objectivity work together to help you maximize the value of the planning process and the return on the time you invest.
For information on Financial Planning for Executives, contact Robert Corno, 703-716-6000 or email firstname.lastname@example.org