Our Strategic Planning Process...
Business leaders and professionals have come to enjoy the unique client experience BlueMark Advisors delivers. Helping you build your financial future requires a clear vision, a focused plan and a team dedicated to offering independent, objective advice.
Our strategic planning approach begins with an initial consultation to help us understand your personal and financial goals and to identify opportunities and potential obstacles. Once your goals have been established and we've reviewed your financial documents, we will present an overview of our financial assessment. Your customized plan will outline the areas we will address and how we will manage specific deliverables and timelines.
We will form a partnership with you throughout the planning process to help you achieve your vision for the future. This may include focusing on financial, estate, business succession or charitable planning while working collaboratively with your tax, legal and other advisors.
We will proactively meet to review and monitor your strategic plan. During these review meetings, we may make adjustments as needed based upon the changing economic, tax and legal environments as well as changes in your personal circumstances and goals.
We welcome the opportunity to meet and learn more about you.
For Your Business
Our strategic planning process for your business follows a similar approach that begins with an initial consultation to help us understand your business needs and concerns which may include areas such as executive benefits, business succession, employee benefits or retirement plans.
We will partner with you throughout the planning process to help you achieve your business goals. We will work with you and your other business advisors to develop a comprehensive and integrated plan to meet the specific business needs that you identified.
When it comes to implementing your plans, our BlueMark Advantage allows us to help you find the best solutions with independence and objectivity.
We welcome the opportunity to meet and learn more about your business.