Financial planning is a lifelong process. Whether your goal is to accumulate assets or to preserve them, plan for college payments or retirement, or create an orderly transfer of wealth to your heirs, Perkins Coie Trust Company offers the financial planning expertise to help you achieve it. Our team is uniquely positioned to provide you with planning insights and solid financial guidance.
In compliance with the practice standards adopted by the Certified Financial Planning Board, we begin by meeting with you to understand your life goals. We then review and evaluate current and anticipated resources, develop an understanding of your tolerance and capacity for risk and create a detailed, personal financial plan tailored to your needs and challenges.
Financial planning is an integral part of life planning for our clients. We take a comprehensive view of each client’s needs, including:
Once we have completed your financial plan, you may elect to have us help you implement your plan, setting goals, establishing investment policy, constructing your portfolio, monitoring performance and making adjustments as appropriate to help you attain your goals.
Additionally, when appropriate, our financial planning team will coordinate with you and the estate planning and tax lawyers of Perkins Coie LLP to design estate plans and charitable gifting strategies that are customized to meet your objectives.
We meet with you to learn about your life goals, concerns and financial objectives.
We work with you to gather all of the details of your financial resources.
We apply sophisticated financial tools to shape your personal financial plan.
We provide you with a detailed, written financial plan designed to help you achieve your goals.
We can help you implement the recommendations from your financial plan or work with your independent financial management firm to do so.
If requested, we will routinely monitor the performance of your portfolio against your financial plan.
If requested, we will work with you on a regular basis to reassess your financial goals and anticipate financial events. We will adjust your plan accordingly to meet your changing needs.
Seventy percent of high-net-worth investors said their biggest consideration is having full financial planning to ensure they don’t run out of funds in retirement
Source: Barron’s
Retired couple in their early 70s living off of income from social security, teacher’s pension and sizeable IRA account…
A financial plan can be comprehensive or narrow in nature. It is a guide to help investors accomplish financial goals such as retiring early, funding college for their children, buying a house, or starting a business. We will look at items to consider when creating a financial plan.