LitchfieldFinancial
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Our process
Our four-step financial planning process
At Litchfield Financial, we believe in providing you with a world-class experience. That’s why we have a tailored process each step of the way, from discovery and strategy to implementation and monitoring, to ensure you’re comfortable with the approach. From the outset of the relationship, we take the time to truly understand your needs through active listening. You will hear from your investment team directly and often. And we treat your assets as if they were our own.
Before step one
It all starts with alignment: the MOVE Framework
Before we talk about investments, performance, or portfolios, Paul starts with the four core principles that build trust — Mission, Objectives, Values, and Ethics — yours and his.
Step 1
Discovery
Understand your unique goals and objectives
Understanding you: The relationship begins with a discovery meeting. This helps us get to know you, your family, and your business. We want to hear your story and learn to appreciate how you got to where you are. We’ll ask lots of questions and gather data from you that enables us to better add value to your specific situation.
Step 2
Strategy
Develop custom comprehensive solutions
Creating a plan: Your goals are what drives the plan. Once we have a clear understanding of your needs we’ll formulate a strategy that meets your investment objectives. And our role goes far beyond that. Whether it’s helping you establish good governance practices, working to develop estate and tax planning needs, analyzing cash flows, or getting you ready for retirement, our team is dedicated to helping you understand the plan at a level that you can comprehend.
Step 3
Implementation
Implement your plan holistically, working with your other professional advisors
Implementing the plan: Once we’ve outlined the roadmap we begin the implementation process. Our job is to help you carry out the customized strategy from big picture right down to every detail. We’ll guide you each step of the way to help keep your objectives on track.
Step 4
Monitoring
Monitor your plan & review regularly
Monitoring the plan: Even after a carefully implemented plan is adopted and executed, we recognize that markets and environments change. It’s our focus to ensure that you know how those changes impact you and adapt your plan as necessary. With constant monitoring you can rest assured that we are always looking out for your best interests.
Ready to start with discovery?
Your complimentary session is the first step. We'll listen to your story, understand your goals, and show you how our process fits your situation.
Book your complimentary session