Financial Planning

An investment strategy, to be effective, must be made in the context of the financial planning issues faced by a client. At Long Green Planning Group ‘issue specific’ planning is integral to our wealth management process. We perform ‘issue specific’ planning, that is financial planning on a modular basis, rather than compelling the client to do a major all-encompassing plan at the onset of our relationship at considerable additional cost.

From our experience we have learned that an all-encompassing plan may include many issues that are irrelevant to a client at a certain point in time. Therefore, much of the plan goes on the shelf virtually unutilized. We perform ‘issue specific’ planning when a client needs it most, when the process can provide the most value to a client.

As an example, one client may need strategic planning to determine retirement feasibility at the beginning of our relationship, while another may not need that type of analysis for another ten years, but may need stock option planning immediately. ‘Issue specific’ planning allows for a client’s financial plan to be more flexible and cost-efficient.