Our Cape Cod Financial Strategy & Wealth Management Process

Making sure you get the proper advice starts with taking an in-depth look at where you are today and where you want to be tomorrow. At Cape Cod Wealth Strategies & Insurance Services, LLC, we know your objectives may change over time, so we approach financial planning as a dynamic, ongoing process that takes into account your personal circumstances, changes in the tax laws, and changes in the marketplace. We can help you design a plan that evolves with you and results in a well-coordinated series of recommendations that can be easily implemented.

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UNDERSTAND YOUR INDIVIDUAL SITUATION AND REVIEW PERSONAL OBJECTIVES. Every family's financial situation is unique. That's why it's so important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams and objectives — the things that really matter to you. This is the first step in our process and typically occurs during our initial meeting.


ANALYZE AND REVIEW YOUR NEEDS. As needed, we will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don't attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned.


DEVELOP AND IMPLEMENT A STRATEGY TO HELP YOU ACHIEVE YOUR GOALS. Based on our conversation and analysis, we can recommend the necessary steps to you achieve your financial goals.


COORDINATE YOUR FINANCIAL ACTIVITIES. We are able to coordinate insurance and financial activities for you with the other members of your team of financial, tax and legal advisors.


MONITOR PROGRESS; provide ongoing service as your needs and situation change over time. Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life and the economy changes. We will work with you over the years to help keep your program on track with your changing needs.

Contact us today to schedule an initial financial consultation.