Each client and situation is unique; your financial plan should be, too. Our approach to financial planning is both personal – with face-to-face meetings – and professional, using our sophisticated systems, trained staff and disciplined techniques.
The process of setting personal, business or institutional objectives and developing strategies to accomplish them is fundamental to financial well-being. Here are the steps we take in the financial planning process:
Your Allegheny advisor, backed by a team of financial planning experts, will evaluate your needs and current financial situation to identify all the factors that affect you achieving your financial goals, and establish your need for risk management, education funding, retirement planning, estate planning or tax planning.
Next, your advisor will help you set clear, realistic and measurable financial goals.
Develop Your Plan
Together, you and your advisor will determine steps and strategies to accomplish your financial objectives.
Put Your Plan Into Action
Your Allegheny advisor will implement each of your plan’s strategies.
Monitor Your Plan’s Progress
As the last part of the financial planning process, your Allegheny advisor will regularly monitor and evaluate the success of each plan segment to ensure your investments adapt as your needs change and of course, as the market changes.