Financial Planning | A Long-Term Focus
Whether you are working and building your portfolio, in retirement or overseeing a complex multigenerational asset base, Boltwood Capital Management can assist in solving the questions you may have. We take pride in the fact that professional working to develop your plan also oversees your investment portfolio. We believe that this helps ensure that your assets are being appropriately deployed to achieving your goals.
We base our 6-step financial planning process on the Financial Planning Practice Standards as established by the Certified Financial Planner (CFP®) Board. This is a dynamic process that is designed to be ongoing and to quickly identify changes to our clients circumstances and how they impact their financial goals.
Because our clients build their plans with the same team that oversees their investments changes to circumstances can rapidly be analyzed. This allows our investment strategies to reflect these changes and best align with your current needs, goals and concerns.
After defining our initial relationship with a client we follow the process outlined below in a clockwise direction: