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Our Process

Financial Planning Process

A Plan For Your Future

When you retain Modern Wealth Partners, you benefit from financial planning and personal service unparalleled in the industry. We take the time to fully understand you and your needs. Then we provide you with the information, advice and alternatives you will need to make the appropriate decisions about your financial future.

Based on experience with our clients, we have implemented a finely tuned process that will lead you through the stages of financial planning. This detailed and comprehensive process is laid out below:

Data Collection:  

The more detailed information we can obtain, the more customized and accurate your personal financial plan can be. We conduct a holistic audit of your current estate, investment and business owner situation (if applicable).   We will discuss your goals, gather appropriate data and formalize our working relationship structure.

Engagement Meeting: 

We analyze information gathered from our financial findings to identify gaps and opportunities between your current financial planning and your objectives and risk tolerance.  We will review your data and assess opportunities relative to your goals and personal situation, analyze and evaluate your current financial status.

Plan Design:

Based on your input and our analysis, we offer alternative strategies and identify solutions that are an appropriate fit for your personal situation, and most importantly, are consistent with your objectives.  This stage – one of the most important in our process because it is where the planning takes shape – includes presenting a final plan and establishing an action plan.

Financial Plan Delivery:

We will deliver a customized plan based on your current situation, our findings and recommendations that are both holistic and based off our years of industry experience.  It is in this step that you will start making decisions on what’s important to you.

Findings and Recommendations: 

One of the most important parts of the financial planning process is implementation.  We want to provide as much education throughout our process as possible so you can make smart financial and life decisions.  We present the specific recommendations and products that will help meet your needs, and discuss the pros, cons, risks and costs for each recommended alternative.  

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