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  3. Advanced Planning

Advanced Planning

It’s about you. We take the time to explore what’s important to you.

Working alongside you, we provide total wealth management to simplify your finances.

Our process eliminates the problems that can occur when working with multiple advisors, and eliminates the uncertainty of doing it yourself. We don’t promise quick answers or easy solutions. Instead, we offer a prudent 5-Step Process with a long-term focus that allows you to meet life’s most important goals.

Phase One: The Foundation Dialogue. Our process starts with a meeting to capture your personal and financial goals and identify obstacles and opportunities. We clarify and document how you measure success, how we will best work together, and ensure we build a Strategic Blueprint that best suits your core personal and financial needs.

Phase Two: The Strategic Blueprint. Once your goals have been established and documents collected, we will present an overview of our assessment. The Strategic Blueprint outlines the focus areas we will address and how we will manage specific deliverables and timelines.

Phase Three: The Goals Navigator. From your Strategic Blueprint we discuss your vision for the future, your current situation, and how we work towards achieving that vision through four focus areas including estate, investment, independence and business exit planning.

Phase Four: The Solutions Activator. Having completed the focused planning components, we move into the implementation phase of your Strategic Blueprint. Collaborating with your tax and legal advisors as needed, we deploy the wealth solutions in a timely and efficient manner.

Phase Five: The Custom Wealth Inspection. We meet regularly to reflect, review and discuss your plans. To best serve you and your family, the Custom Wealth Architect provides dynamic, relevant financial strategies that evolve with your changing needs and goals.

 

Estate Planning

Your wills and trusts are measured against your survivor needs and distribution objectives.

 

Insurance Needs

Assessment of your insurance needs is essential to any financial plan and can protect both you and your family from undue hardship.

 

Personal and Business Investments

Evaluation of your personal risk tolerance and time horizons, along with current risk exposure, together provide the blueprint for your optimal portfolio as the goal is to align your investments with your goals and values.

 

Financial Independence

Retirement planning involves a review of your financial vision and values to develop the best strategy for your financial independence.

 

Your Finances

Managing your cash flow is an important component to a secure financial plan. Strong money management strategies will help you grow your savings on a daily basis.

 

Tax Minimization

We make a point of understanding your personal goals and financial objectives because we believe it is critical to identify the best tax strategies for you and/or your business.

 

Business Exit Planning

We look at your business as a key financial asset and evaluate various exit strategies, deferred compensation solutions, and tax advantaged strategies, specifically tailored to your business.

 

Education Funding

Your children’s education is an important consideration as it can impact your whole family’s financial picture. We encourage parents to get a head start on saving for their child’s education. Likewise we work with grandparents as their legacy may help the grandkids to afford their college dream.

 

Charitable Giving

We partner with our clients, discussing various charitable vehicles to help them achieve their long-term giving plans, while minimizing potential tax implications.

Our Services

  • What We Do
  • Investment Consulting
  • Advanced Planning
  • Tax Management
  • Investment Philosophy
  • Advance Planning Philosophy
  • Fee Structure – Our Value to You

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Contact Us

Let’s sit down over a cup of coffee and talk.

Phone: (925) 932-1994
Fax: (925) 940-9500
 

Email: Info@desmondwealth.com 

1850 Mt. Diablo Blvd., Suite 630, Walnut Creek, CA 94596

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