What should I expect in the financial planning process?
Our process begins with a “get acquainted” meeting. We will review information you provide regarding your financial situation (tax returns, insurance policies, asset statements, estate planning documents, employee benefits, etc.). We want to know about your personal goals, values, concerns, dreams, and past experiences.
The financial planning process entails discovering where you are now and where you want to go. We work together to establish and prioritize objectives. We’ll review the problems and opportunities facing you, examine alternatives and make recommendations and action steps. The last step is assisting you in implementing those recommendations.
Once your initial plan is complete, we regularly meet with you to review and update your plan, assess your progress, and consider other actions that may be helpful for you.
What can 3C Wealth Partners really do for me?
As we begin to understand you and what your financial goals are, we help you grow, protect, enjoy, and safely transfer your wealth to your chosen heirs. We will help clarify your financial objectives and desires and provide the framework to help you obtain your goals. We will monitor your progress and make sure you are on a steady course to your own financial freedom and independence.
What is your Investment Philosophy?
Our philosophy is to manage your assets in a way that works best for you. We will attempt to design your portfolio to achieve its targeted rate of return without taking on more risk than necessary. You will have your own tailored Investment Policy Statement that mandates and establishes your goals, policies and procedures.
Whether your portfolio’s goal is aggressive growth or capital preservation, or somewhere in between, the guiding investment principles that we adhere to are:
- Strategic and Tactical Asset Allocation provide the foundation to managing the long-term risk and return of a portfolio.
- Rebalancing portfolios on a consistent basis should reduce risk and increase returns over time.
- A mandate to uphold an unbiased, objective, and advocate’s role.
Who is a typical client of 3C Wealth Partners?
Our clients have all ages and backgrounds, most of our clients are in the “accumulation” stage of their life, meaning 35 – 65 years old. Many of our clients are professionals or owners of their own small businesses. Approximately one third are retired. In total, our clients are successful, fulfilled people who either do not have the time to devote to their finances or who recognize the benefit of professional guidance in this area.
They look to us as a great resource so they can achieve their financial dreams.
My question is not in the list above. How can I get an answer?
Please email your question to us or simply call: