Personalized planning for your financial goals.
At Fragasso, holistic financial planning and portfolio management go together. There is no such thing as a one-size-fits-all portfolio. So, how can one determine your investments without first establishing a plan?
Our clients each receive a unique financial plan designed specifically for their circumstances – their timeframe, their tax bracket, their family obligations and their risk tolerance.
The journey to your financial plan begins during the discovery process of our Client Experience. Our wealth advisor will meet with you to understand your goals and current financial situation. From there, your financial planning analyst will work alongside your wealth advisor to build a personal financial plan that is tailored to the goals discussed in your meeting.
It is from this data that we develop your plan and can identify a suitable investment portfolio. Your progress is tracked regularly, and your financial advisor works with you to update your plan as life changes. It’s a continuous process.
As part of your team, the financial planning analyst who performed the projections for your plan will continue to support your advisor. They were involved in the planning conversation from the beginning, and therefore, are knowledgeable about your situation and can help answer questions. And with no commissions, we have no conflicts.
Helpful Financial Insights