As a successful business owner, you know that your personal wealth management and business wealth management needs are closely intertwined. So rather than approach them separately, we treat them as interconnected parts of your overall financial life.
By tailoring our recommendations and solutions to each stage of your personal and business development, your JFS team will help you create a holistic wealth management solution. To accomplish this, we utilize the following:
DISCOVERY
Before we get down to crunching numbers, we want to get to know your “business story.” We will ask a lot of questions about what you’re really thinking, feeling, worried about; Together we’ll figure out where you are now.
PLANNING
Based on what we discuss in the discovery phase, we will assess your personal and business situation, gauge where you are now relative to your life goals and priorities, and consider what gaps exist.
SOLUTIONS
A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial life. During this phase, we will recommend specific solutions to help match each of your goals. This is where we implement your customized plan.
MONITORING
Just when you make plans, life happens - and events large and small can change everything. The monitoring stage incorporates tracking systems to keep your plan on target. We can help you plan for the unexpected, anticipate change and adjust your plans over time, as necessary. We are committed to walking beside you through the many transitions life can bring.
Investment Strategy and Implementation
Research
Reporting
Account Management
You’ve worked hard to build a successful business, and now it’s time to shift gears and enjoy the fruits of your labor. JFS is ready to assist you with transition planning and execution as well as retirement planning.