Financial Planning

A financial plan gives you a strong understanding of your current situation as well as the steps involved to meet your financial goals.

Create An Investment Plan To Achieve Your Goals

Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.

“It takes as much energy to wish as it does to plan”  ~ Eleanor Roosevelt

Three Levels of Financial Planning

A financial plan gives you a strong understanding of your current situation as well as the steps involved to meet your financial goals.  The process begins with a consultation to outline your goals and objectives and define the scope of your relationship with MSCM.  Financial plans are living documents, not just snapshots in time.

So, one of our financial planners will prepare your plan and monitor its progress for the life our relationship with you and your successors.  In addition, we can partner with CPAs and estate planning attorneys to fully implement the tax and legal aspects of your financial plan.

Clients are able to access their financial plan as well as other planning tools through the MSCM Wealth Portal.

 1. Goal Planner2. Decision Center3. Distribution Center
Goal Based PlanningInteractive Cash FlowEstate & Business Planning
Balance Sheetmscm checkmarkmscm checkmarkmscm checkmark
Asset Allocationmscm checkmarkmscm checkmarkmscm checkmark
Retirement Analysismscm checkmarkmscm checkmarkmscm checkmark
Education Analysismscm checkmarkmscm checkmarkmscm checkmark
Goals
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Interactive Cash Flow
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Stock Options/Grantsmscm checkmarkmscm checkmark
Insurancemscm checkmarkmscm checkmark
Income Taxesmscm checkmarkmscm checkmark
What If Scenariosmscm checkmarkmscm checkmark
Monte Carlo Simulationmscm checkmarkmscm checkmark
Estate Transfermscm checkmark
Estate Liquiditymscm checkmark
Life Insurance Analysismscm checkmark
Estate Planning Techniquesmscm checkmark
Business Succession Planningmscm checkmark

Don't Be Shy. Get In Touch.

If you are interested in working together, send us an inquiry and we will get back to you as soon as we can!

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