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Financial Planning
Asset Management
Estate Planning
Insurance
Retirement Plans
Mortgage
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Sequoia helps you build a roadmap to move from your financial position of today to your goals for the future. Equally important is the ongoing support we provide to help ensure that you remain on pace to get there. Once a plan is developed, you may choose to have Sequoia assist in implementing plan recommendations, use existing advisors or proceed on your own.
Through the financial planning process, we work with you to address your unique objectives in each of the following areas:
Attaining the necessary personal assets and income stream to support your lifestyle.
Achieving specific funding needs via group and personal insurance.
Maximizing asset transfer to your desired beneficiaries.
Attaining the necessary funds to pay for higher education costs.
Transferring management and/or ownership of your closely-held business.
We engage in an open discussion regarding your goals, objectives, and risk tolerance. You also receive a comprehensive list of data required to develop the plan.
The planning team combines our diverse blend of experience and expertise with your information to develop a custom financial plan that details our analysis of your financial position and recommendations.
We meet with you regarding our findings from the analysis, how they relate to your overall goals and objectives, and our recommended action steps. The plan may be further refined based on additional discussion and feedback.
Upon completion, you have an actionable checklist regarding next steps and responsibilities. Sequoia is able and willing to help with many of these items if you desire our assistance.
A regular review schedule is established to keep the plan and its related action items aligned with your goals and the current economic environment.
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