Client Experience
At Cooper Lapman Financial, we understand the financial worries that keep you up at night.
Whether you’re concerned about having enough to retire comfortably, saving for your child or grandchild’s college education, or creating your financial legacy, we assure you that we understand where you are coming from. No matter the issues surrounding your personal financial situation, our team will craft custom plans tailored to your unique needs and ambitions.
We begin with a “get acquainted” meeting. We then go through the following process:
1
Consider personal and financial goals, needs and priorities, assessing what you might be doing in the future and details of your current income, expenses and savings.
2
Analyze all of your actual and projected resources, including invested securities and other assets and properties, alongside your anticipated needs and goals.
3
Identify and evaluate your available options, considering to what extent your resources provide for your goals.
4
Agree upon the discipline of a financial plan with a long-term investment policy and asset allocation, specifically designed for you.
5
Initiate the plan with you and begin actively monitoring all aspects of your progress against plan.
