Kate A. Alves, CFP® & Jane L. Abbott, CFP®
Comprehensive Financial Analysis
The Joseph Barry Co. financial planning team works with you to formulate a comprehensive financial analysis to identify your personal financial goals. The analysis addresses a range of topics including net worth, tax reduction, education funding, retirement and estate planning, and income and asset protection. We also examine such issues as investment tax implications, proper titling of assets for estate purposes, and our clients’ ability to achieve their desired retirement lifestyle.
Following Your Plan Takes Patience
There is no perfect system for buying, holding or selling stocks and bonds. Investment portfolios fluctuate and returns in the financial markets vary widely from year to year. Since there can be no guarantee that your investments will perform as expected, patience is necessary as it may take a matter of years for many long-term decisions to produce expected results.
The Five-Step Process
Our five-step financial planning process provides the framework to develop, implement and review our clients’ customized investment plan, as follows:
- Assess Your Goals
- Evaluate Your Current Position
- Plan Your Financial Strategy
- Implement the Plan
- Review and Update
Throughout the process we work closely with your legal and tax advisers to coordinate an effective Wealth Management Team.