Financial Planning Process
The financial planning process for Blue Sky Wealth Management Services is a comprehensive, three-step approach that reviews all areas of a client’s financial life. The investment portfolio is a key component of the plan, but we do not limit advice and assistance to this one financial area.
1. Exploration & Organization
- We discuss all financial issues and concerns with the client
- We help the client outline financial goals & identify potential obstacles
- We will administer a comprehensive questionnaire to determine the risk profile of the client
- We will fill out all new account and account transfer forms and assist the client in the account opening and transfer process
2. Investment Plan Construction
- Client goals are solidified and then documented by Blue Sky Investment Partners
- A comprehensive review of the client’s current financial situation is completed
- A client action plan is created
- A new proposed portfolio is presented to the client for approval
3. Action & Review
- Blue Sky Investment Partners assists the client in completing any financial changes
- Blue Sky Investment Partners will invest and monitor client’s portfolio on-going
- Blue Sky Investment Partners will monitor client’s progress towards achieving all documented financial goals