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