A time-tested process for creating a plan tailored to you

Everyone has their own unique circumstances and aspirations. At Insperity Private Wealth, we’ve developed a four-step process that enables us to understand yours and put together a personalized financial plan that addresses every facet of your life.

Discovery

We begin by asking questions and listening to you carefully to understand your personal circumstances and priorities. Then we identify and establish your goals and aspirations, both short and long-term.

Development

Next, we review and analyze the information we gathered from you to start building the framework of a plan. This plan will incorporate both your goals and income needs.

Implementation

We present our plan to you, along with our personalized recommendations and make adjustments if necessary. Once the plan is approved by you, we put it in motion, making changes as required in coordination with your CPA, estate attorney, or other trusted advisors.

Monitoring

After the plan has been implemented, we proactively communicate with you, scheduling discussions and reviews to track your plan’s progress. If there are changes in your life we need to account for, we update your plan and measure the impact it has on your ability to stay on track. We also monitor cash flows and adjust or rebalance your portfolio as needed.