We adhere to a formal, holistic process for financial life planning that our clients deeply appreciate - and that we love guiding them through. For many clients, as individuals or couples, it is often the first time they have really thought through how to apply their growing assets toward what is most meaningful in their lives. What do you want to achieve? What life do you want to live? We help you identify, prioritize, and fund those goals.
This is a very enjoyable process of discovery, meant to give you as much awareness and control over your financial future as possible. Together, we develop a fully personalized financial plan, which can help you assess life choices, as they arise, and consider the financial consequences of each option you are considering. Unlike the “calculator applications” that are often used to come up with a “retire by” date and anticipated cash flow, a Regent Wealth Management Group plan addresses your unique vision of how to live “the rich life.”
We hear it from our clients every day: Having a financial life planning process gives a sense of financial well-being and life satisfaction. It empowers individuals to make good decisions for themselves and their loved ones. Awareness of goals makes people more focused, more resilient, and more likely to develop personal habits that support their truest values.
Life throws us some surprises. A business folds, a car dies, an inheritance arrives, a child is born, – and so plans must change quickly.
A great advantage of having a Regent Wealth Management Group plan already in place is that we can build various scenarios and then “stress test” the resulting projections against a variety of factors, to give you a full understanding of the potential impact of your financial decisions, now and in the future. This is especially critical at those times when you are faced with difficult choices and are most in need of an objective assessment of your financial situation and best options for the future.