A goal without a plan is just a dream

Preparing for your future

Preparing for your future involves a disciplined process that begins with an integrated and comprehensive evaluation of your current financial situation, and culminates in a holistic goal based financial plan. The plan will include specific recommendations for achieving your goals but will not stop there. Given CohnReznick’s network and resources, we are uniquely positioned to convene an extended team that includes world class professionals from such areas as tax, trusts and estates, insurance, business planning, and investment management. 

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Financial planning process:

Identify, prioritize, and establish financial goals

We will start the process with an initial engagement meeting, where we will determine the right questions to ask based on your specific needs and review and prioritize all potential goals.

Gather client financial data

By completing the planning questionnaire and providing banking, investment, and insurance policy statements, we can see where you are now from a financial perspective.

Analyze data

We will assess your current financial situation during this phase, identify and stress test potential obstacles to achieving your goals, and analyze alternative scenarios. 

Recommend strategies to achieve goals

After presenting the plan findings to you, we will work with you to evaluate and finalize the proposed recommendations to ensure they are consistent with your goals.

Implement plan

We will work with your current financial advisor(s) and or other members of our CohnReznick team, including our affiliate CohnReznick Wealth Management, to implement your financial plan and achieve your goals.

Ongoing monitoring

As you move forward, we will be at your side to review and revise the plan as needed, offer you continued client access, and link all of your accounts to the financial plan.