Our planning process educates and supports our clients in a team environment to help them define and achieve the most meaningful and important financial goals of their lives by integrating their values into a comprehensive wealth plan.
Innovative strategies focus on effective risk management, wealth accumulation and wealth preservation to help our clients accomplish their objectives.
Four-Step Planning Process
With financial independence, family legacy and social capital solutions in place, wealth optimization becomes the focus of the planning process. Plummer Daffin Financial uses a unique and disciplined values-based approach to help you make wise choices and to help ensure that your plan is focusing on what you value.
Our team breaks the planning process into four quadrants or phases, each one representing one planning cycle: Discovery, Creative Solutions, Strategy Deployment, and Results Management.
Working with a knowledgeable and experienced planner who has access to current technologies and a thorough understanding of tax rules and financial planning techniques is important. Working with an advisor who takes the time to understand your unique desires and goals is critical.
We will take the time to help you make that assessment, develop a plan that works for you, and provide you with the tools and strategies necessary to successfully implement that plan.