Financial Planning Services
Craft Asset Management’s comprehensive planning program is a written financial plan usually covering the following topics:
- Asset Allocation
- Cash Flow Analysis & Budgeting
- College/Education Planning
- Estate Planning
- Investment Planning
- Retirement Planning
- Risk Management
- Insurance Planning
"A goal without a plan is just a wish."
- Antoine de Saint-Exupery
Building and preserving your personal wealth requires specialized attention. Financial plans are a great way to take control of your life and can help you focus on a more secure future. The purpose of a financial plan is to help you to better understand where you are now and help you to reach your long term goals. Financial planning identifies your goals, determines their priority in your life, uncovers your financial vulnerabilities, helps assure that your investments are in your best interest and focuses your energy on the execution of your plan. We offer financial planning services that help to capture in detail each aspect of your financial life.
Craft Asset Management strives to help the client understand their overall financial situation and to help them set financial objectives. Financial planning encompasses assets, liabilities, income, expenses, insurance, benefit information, future needs for cash, lifestyle goals, attitudes, beliefs, family relationships, and charitable giving, just to name a few. Our financial planning service can also be combined with our Asset Management services to allow us to actively monitor and manage your investments.
See our ADV Part 2 Brochure for a full description of our fees and services.
Craft Asset Management does not provide accounting or legal services; however, we can work closely with your accountant, attorneys or other professionals to build comprehensive individual plans. Please contact us for a complete description of our financial planning services.