Personal Financial Planning
Constructing a comprehensive financial plan is a process and involves several steps. Each one is important, and all must be coordinated if your financial plan is to succeed. At Marquis, we will guide you through each step and help you to clearly define your goals. A comprehensive financial plan, accompanied by a personalized cover letter summarizing the financial plan and our recommendations, is prepared for every Investment Advisor client and is included in our ongoing investment advisory fee. Construction of a financial plan is also available to Investment Builder clients, and on a stand-alone basis at an additional fee negotiated at the time of the engagement. With this plan, we will be able to assist you in developing a strategy for your financial future, one that is designed to meet your specific goals and objectives.
Financial planning is an ongoing process. As you achieve one goal, another will likely take its place. We will revisit your financial plan periodically with you in order to ensure the plan is current. Together we will review your progress towards meeting your financial objectives.
Our financial planning services may include the following review & analyses*:
Click on each service below for detailed information
