If you’re looking for highly personalized service and a long-term relationship with a passionate financial planning team, look no further. Achievement of your financial goals, through planning and investments, influences everything we do. We first fully understand and analyze the specifics of your financial situation and, then, provide you with the information, advice and guidance you need to make the appropriate decisions.
And, even when life moves fast, we have your back and daily look for ways to help you toward achieving your financial goals so you can focus on what’s important – your life.
Should you decide that Kensington Wealth Partners is the best fit for you, we are confident that our work together will be financially beneficial to you. We can work with you in a variety of ways from developing and implementing full financial plans to handling your investments. Our process will give you a completely developed financial picture with objectives and solutions never so clearly and completely stated. As part of our work together, we will:
Step 1 – Data Gathering
It’s important we have a thorough understanding of your financial position to develop a personalized plan for you. First, we’ll do an audit and review your wills, trusts, life and disability income insurance, and any other legal arrangements you've created.
Step 2 – Set Personal Objectives
Next, we’ll visit with you about your personal financial objectives, even discussing things you may have never considered. With a thorough understanding of your goals, we can personalize the appropriate plan for your financial future.
Step 3 - Analysis & Design
We’ll also identify shortcomings and coordination gaps in your current financial planning, looking for ways to reconcile the likely outcome based upon your current objectives
Step 4 - Findings & Recommendations
Now armed with full knowledge of your financial position and goals, we’ll develop financial strategies with an economic model to determine impact and help determine which strategies are appropriate for you. The agreed upon financial strategies will be prioritized and written in a comprehensive report.
Step 5 - Implement Your Personalized Plan
With a plan outlined, we’ll work with you, side by side, to take action.