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Comprehensive Financial Planning

Financial Planning is simply the process of determining a client’s financial needs and goals for the future, looking at the current financial situation and analyzing the means a client has to pursue their needs and goals. Financial planning is an interactive process between Signet Strategic Wealth and our client. Although most plans are written within a month, they are used over the course of a lifetime and act as a guide to help our clients seek to achieve both their short and long-term goals.

Within our Comprehensive Financial Planning services, we offer the following areas of specialty:

  • Impact and Philanthropic Investing
  • Charitable Giving Strategies
  • Strategic Tax Planning Strategies
  • Stock Option and Executive Benefits Planning
  • Small Business Owner Growth, Income, and Succession Planning

Our Financial Planning Process follows the Certified Financial Planning Guideline known as the 7 Step Financial Planning Process: 

  1. Understanding our client’s personal and financial circumstances
  2. Identifying, selecting and prioritizing goals
  3. Analyzing our client’s current course of action and potential alternative courses of action
  4. Developing the Financial Planning recommendations
  5. Presenting the Financial Planning recommendations
  6. Implementing the Financial Planning recommendations
    • Addressing implementation responsibilities
    • Identifying, analyzing and selecting actions, products and services
    • Recommending, selecting and implementing actions, products and services
  7. Monitoring progress and updating

This process is ongoing and will be used throughout the Financial Planning engagement period.

Let us help you find your mark with our experience.


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