The Elmwood client experience

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Information about The Elmwood client experience
Business

Published on June 11, 2014

Author: ElmWM

Source: slideshare.net

Description

View our slideshow to see what services we offer and how it feels to be an Elmwood client

We Build and Preserve Wealth Elmwood Wealth Management Financial Planning Investment Management Tax & Estate Services The Elmwood Client Experience

We Build and Preserve Wealth Elmwood Wealth Management Financial Planning Investment Management Tax & Estate Services The Client Experience: Annual Financial Planning Update Financial planning is inclusive in our core services, and this means we will:  Run projections on education funding and retirement  Help establish a baseline budget for expense tracking  Annual updates to track your progress

We Build and Preserve Wealth Elmwood Wealth Management Financial Planning Investment Management Tax & Estate Services The Client Experience: A Transparent Investment Plan Asset Class % Historical Return Historical Volatility Domestic Equities 35% 9.74% 20.0% Foreign Equities 10% 8.1% 21.9% Fixed Income 40% 6.0% 6.9% REITs & Nat Re 10% 6.5% 18.5% Cash 5% 3.0% 3.1% Total 100% 7.4% 10.1% Sample Investment Allocation Our goal is to implement an investment plan that:  You understand  We can communicate easily  Is a good fit for you

We Build and Preserve Wealth Elmwood Wealth Management Financial Planning Investment Management Tax & Estate Services The Client Experience: An Investment Policy Statement Adoption of Investment Policy We have reviewed the investment policy statement, understand the strategy and agree on the implementation of the plan. Should your own personal circumstances change, please let us know so that we can advise if any recommended changes should be made. Future changes to the investment policy, when applicable, will be mutually agreed up and a revised investment policy statement will be generated for your signatures. ____________________________ _____________________________ Shannon Lemon, CFP® Jane Doe Elmwood Wealth Management Date Date _____________________________ Robert C. Gillooly, CFA John Doe Elmwood Wealth Management Investment Policy Statement Client Summary: Jane and John live in Oakland, California. Jane has accepted the early retirement package from the Exploratorium where she has worked for 28 years. John has been retired from the California State Library for 20 years. After many years of handling the family finances, John has relinquished this role to Jane. There are medical problems for both of them which may ultimately limit their ability to keep up with their finances without professional assistance. They would like to reduce the risk in their portfolios and make sure there is enough income from their pensions, personal investments and retirement accounts to afford them a comfortable lifestyle without worry. Growth Portfolio Objective: Jane and John have an investment time horizon of five to ten years, and we believe they have an average to below average risk tolerance. This also is based on the knowledge that Jane and John appear to have enough assets to match their long-term needs. Elmwood will thus manage the portfolio assets with an income and growth objective. Too often we find that families do not have a concrete investment plan in place. Our investment policy statement is meant to:  Summarize your goals and objectives  Create an outline and structure of how we plan to invest on your behalf  Document specific income, liquidity, or other special circumstances

We Build and Preserve Wealth Elmwood Wealth Management Financial Planning Investment Management Tax & Estate Services The Client Experience: A Secure Electronic Client Portal We provide each client with a personal online client portal that can be used to:  View account balances and holdings  Monitor monthly investment performance  Store personal financial documents such as wills and trusts

We Build and Preserve Wealth Elmwood Wealth Management Financial Planning Investment Management Tax & Estate Services The Client Experience: Frequent Communication Communication is an important part in how we establish a relationship with a client. Here are some example ways we stay in touch:  In person meetings either at our office, or yours  Online video meetings  Elmwood quarterly statements and mid- quarter topical updates

We Build and Preserve Wealth Elmwood Wealth Management Financial Planning Investment Management Tax & Estate Services The Client Experience: Tax and Estate Planning Advice Elmwood helps our clients navigate through complex tax and legal questions as well. Here is how we do it:  Serve as an initial point of contact on tax and legal issues.  Coordinate work with outside professionals  Educate clients on changes and existing tax and estate planning topics

We Build and Preserve Wealth Elmwood Wealth Management Financial Planning Investment Management Tax & Estate Services The Client Experience: Account Aggregation & Review byallaccounts A common challenge we all face is keeping track of our financial assets. We help clients organize their affairs by doing the following:  Tracking non-managed financial accounts  Providing 401(k) and 403(b) recommendations  Create a financial inventory list documenting accounts, policies, and passwords

We Build and Preserve Wealth Elmwood Wealth Management Financial Planning Investment Management Tax & Estate Services Elmwood Wealth Management, Inc. 2027 Fourth Street, suite 203 Berkeley, CA 94710 510-858-2723 www.ElmwoodWealth.com info@elmwoodwealth.com

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