Process:
Blue Ocean walks clients through a 4-step process designed to assess their current financial situation and establish customized strategies that will help them reach their long-term goals and aspirations. Here is a brief description of each step:
Interview & Establish:
Start discussions on the goals and objectives you are trying to accomplish and address any concerns or questions you may have.
Gather Data & Analyze:
Gather data on all your financial assets and liabilities and complete an income statement and net worth analysis to assess what resources you currently have available. Blue Ocean will analyze your entire financial picture, then identify any potential risks. Blue Ocean then builds a map on how to get you from your current situation to where you would like to be in the future.
Implement & Manage:
Blue Ocean will evaluate your current situation, then discuss with you any potential changes that need to occur as well as any risks that could derail your retirement. We then agree upon and implement a strategic plan. Blue Ocean will create and manage an investment portfolio in accordance with your individual risk tolerance and goals.
Review & Monitor:
An appropriate review schedule is created based on your comfort level. As stated earlier, Blue Ocean will then diligently monitor the investment markets and suggest changes as market conditions dictate.
Once Blue Ocean guides you through this 4-step process, your customized financial plan is implemented by utilizing the following services:
- Financial Planning
- Retirement Planning
- College Planning
- Estate Planning
- Investment Management
- Tax Management
