Whalen_Financial_Your_Personal_CFO_2020

HOW WE
SERVE YOU

IF
OPPORTUNITY
DOESN’T
KNOCK
BUILD A
DOOR

~ Milton Berle



ESTATE PLANNING

TAX PLANNING

Estate & Trust Tax Preparation
Notary Public
Representation before the IRS

Fiduciaries
Experience
White Glove Service
Proactive not Reactive



DiscoveryInitial |1 Day 3Investment 4Execu
Strategy Investm
1 2Process Develop Meeting Strate
Investment

Strategy

• Identify your goals, •• Determine risk tolerance • In-person meeting to present ••• Open new accounts
Analyze current Transfer existing assets
values, dreams, recommended investment Conduct trades to execu
concerns /challenges • investment portfolio strategy
Develop asset
agreed-upon Investme

• allocation strategy Strategies
Portfolio construction

ute 5Follow-Up Develop WealthOngoing | 90 Days+
ment Meeting Management
Ongoing
4egy 6 7Plan Management
& Monitoring

••• First statements • Comprehensive Wealth • Develop schedule for
s Organization of paperwork Planning review meetings
ute Set-up online account access •••• Retirement Planning • Monitoring of asset
ent Education Planning
and review online resources Charitable Giving • management
Succession Planning Changes as needed

ONLINE SYSTEM & MOBILE APP

ONLINE SYSTEM & MOBILE APP

Dashboard Spending

A consolidated view of everything Track spending habits, monitor
they owe, updated daily. cash flow and help our clients stay
on the right financial path.

Budget Investments

Set budgets and keep track of Interactive charts and detailed
progress as your clients work to summaries increase knowledge of
reach their savings goals. their financial accounts.



your personal cfo

(866) 600-3030 [email protected]