Wealth management planning for you

A process with a holistic approach where you’re in the driver’s seat

Our mission is to help clients make some of life’s most critical financial choices and appropriate decisions for where they are and where they want to go. From saving for your dream retirement or planning for your child’s future education expenses, together we will identify what matters most to you and help ensure that your goals are achievable on your timeline.

Like a well-oiled machine, the “parts” of a financial plan either serve the strategy or they do not. We diligently review your plan to consider the changing circumstances of your life and the environment, managing risk each step of the way.

Leveraging a sophisticated suite of tools and decades of industry experience, our goal is for our clients to feel a sense of peace knowing that their financial plan is on track and in trusted hands.

1. Discover

We begin with an organic discovery process of uncovering your most pertinent values, personal and financial circumstances and pressing concerns to determine how we can add value. We will explore the lifestyle you enjoy and hope to lead in the future, key relationships and the legacy you would like to leave behind for those who matter most to you. Collecting this information will enable us to capture your complete financial picture.

2. Advise
Based on our initial conversation, we will develop a tailored and custom financial plan that balances your attitudes as an investor, risks and opportunities in your profile and the financial markets. With your input, we will then present appropriate investment options and wealth management recommendations that work in tandem to help protect and grow your wealth

3. Implement
Upon your approval, we will work diligently to help ensure a seamless implementation of the various elements of your financial plan, fine-tuning each part to adjust for changing circumstances. Wherever appropriate, we will consult with other professional individuals in your trusted circle and suggest that you seek additional advice on particularly complex issues when necessary.

4. Track progress
We are committed to keeping you abreast of any changing market conditions and delivering performance metrics, helping to make certain that your plan continues to align with your goals and your timeline. We will keep a high degree of communication with you to help ensure that your concerns and requests are being addressed in a timely manner.

Contact

The Turnock Bonacci Group

410-573-6760
turnockbonnacigroup@rbc.com