Developing a sound financial plan takes true collaboration. At Johnson Bank, we ask the right questions and listen carefully to understand your needs and help you clearly define your goals, because that’s the foundation for a comprehensive financial plan.
We listen to you and focus on your life goals, not just your assets, and we make adjustments as your needs change in the following areas:
|Setting Goals||We will meet with you to develop a deep, clear understanding of your needs, risk tolerance and life goals.|
|Gathering Information||To understand your total financial picture, we'll work with you to gather information to provide an accurate foundation.|
|Assessment||We'll perform an in-depth analysis of the information we've gathered together to assess your situation.|
|Construct a Financial Plan||Working together, we'll construct a detailed long-term strategy, or roadmap, to help you make informed decisions.|
|Implementation||Guided by your roadmap, we'll help you implement the recommendations. Your Johnson Bank team will also work with your attorney, accountant or other professional partners to ensure a truly cohesive financial plan if you choose.|
|Monitor and Review||Through periodic reviews, we closely monitor progress toward your goals and adjust our recommendations as needs or market conditions change.|
*If a life‐changing event does occur (i.e. marriage, divorce, birth, death) you should notify your advisor immediately as that may impact your financial plan.
This is part of an ongoing series of Weekly Commentary articles published by Johnson Financial Group.This week's issue is written by Brian Andrew, SVP, Chief Investment Officer. Raison d'etre Yesterday's French primary election left global
This is part of an ongoing series of Weekly Commentary articles published by Johnson Financial Group. This week's issue is written by Brian Andrew, SVP, Chief Investment Officer. Strategic Patience Last week, Vice President Mike Pence used the phrase