We’re Working Hard For You
Even while you’re busy pursuing your career, building a family, and enjoying life, you can be sure your Playfair Planning team is hard at work to help make your financial dreams a reality.
Creating Your Plan
Once we’ve taken a deep look at your aspirations and current financial situation, we’ll work behind the scenes to develop your Financial Road Map®. Though your plan is unique, each road map includes the basic foundation upon which we build a comprehensive strategy. You’ll receive a copy of your plan, presented in clearly written English, during our initial review.
Each Road Map Includes:
Benchmarking Your Progress
After we’ve reviewed your road map with you, we’ll deliver an Implementation Plan with a simple, chronological list of action items required to create the greatest probability that you will stay on track and meet your long-term goals.
We track your progress and provide an overview with two annual reports, one in January and another in July. We’ll also sit down annually to review your road map and make adjustments for any life changes that might impact the outcome.
In November and December, we take a deep dive into your tax planning strategy to reduce your liability and ensure there are no surprises when it’s time to file. Then we prepare and file your taxes, or prepare for a filing extension, based on your situation.
Holding Everyone Accountable
We believe it’s an important part of our role to make sure both you and the Playfair team are on track in pursuing your financial goals. That’s why as part of the annual meeting, we’ll review your progress in maintaining a budget and investing in the future. We’ll also appraise our current allocation of your assets and any other potential adjustments we need to make to your Financial Road Map® to maintain our long-term strategy.
Continuing Our Education
We’re committed to ongoing education to ensure you are getting the most comprehensive, up-to-date advice available. Tax laws, investment options, and regulatory requirements are always changing. You can rest assured that the Playfair team carves out dedicated time every month to increase our knowledge and serve you better.