Comprehensive Financial Planning
Connecting the dots makes the whole greater than the sum of the parts.
We follow a comprehensive, holistic approach that begins with discussions covering a series of diverse questions regarding our clients’ life plans.
Financial Planning involves more than just the allocation of assets and minimization of taxes. At Wellspring we follow a comprehensive, holistic approach that begins with discussions covering a series of diverse questions regarding our clients’ life plans. With this information in hand, we craft a financial strategy that incorporates a deep understanding about all aspects of their financial lives and goals. When appropriate, we can coordinate the financial plan across multiple generations.
Wellspring’s financial planning services include:
Identifying specific goals and objectives, as well as a timeframe for achievement
Selecting critical assumptions to be used in long-range projections (i.e. inflation, rate of return, marginal tax rates and mortality)
Identifying possible issues and shortfalls in connection with each objective and listing recommendations for action
Compiling personal net worth reports with a detailed review of assets and liabilities
Titling assets and making recommendations for change
Projecting short and long-term cash flow, as well as retirement planning alternatives
Analyzing college savings goals and making recommendations for necessary adjustments
Providing expert assistance with a wide variety of special projects