Financial Planning Process

After the initial meeting, we will collaborate to help identify your prospective goals and how we can achieve them. We do this by having you provide us with specific information. To get a full understanding of your current situation, we will need financial statements, estate documents, pension plan paperwork, social security statements, and life insurance policies. Using this information, we can help you achieve your possible future goals of:

• Retiring by a certain age, while living stress-free
• Paying for healthcare during retirement
• Planning for your children’s college
• Taking those vacations you have always wanted to

Download Our Financial Planning Workbook

Next, we will analyze all your current holdings in your accounts and determine if this allocation of your assets will help you achieve all your goals which we have laid out. Which may entail – leaving a legacy to your family or charity, purchasing a vacation home, paying for your child’s college education, or just living comfortably during retirement.

Here, we will present our recommendations to you, with the assistance of our cutting edge financial and tax planning software, called Money Guide Pro, Nitrogen, and Holistaplan. These platforms will help us craft and present your plan in the easiest to understand way possible.

Your advisor and our in-house portfolio management team will implement your plan by investing in the specific portfolios we have agreed upon while working together towards your goals, and our additional recommendations. In addition, athroughout the entire process we will be working with your tax advisor and estate attorney, so you have a full and complete financial plan.

Over time, all plans will need to change as our lives are always changing. We take initiative to monitor your personalized plan closely and modify as needed. You will be involved along every step of the way, as your relationship with Axial and your advisor only begins once your plan is implemented. This step is the most critical, because as your life and needs change we need to be able to adapt to those changes. Anything from family or personal changes, risk tolerance reduction, inheritance, or employment changes.

Knowing where you stand is critically important and that is why we offer our clients a trailblazing financial platform, where you can consolidate all of your lifelong savings and assets in one place. This way our clients are able to get a complete financial view all on one platform.