Systematic Life Planning Approach

Sandy Spring Wealth Management uses a methodical four-step process that we have implemented effectively for scores of clients, each with highly unique and diverse experiences, hopes and dreams. Our life-goal approach to planning seeks to unearth your individual priorities and specific life circumstances-through four key stages.

Discovery

Before we get down to crunching numbers, we will talk about the things that are most important to you-family, community, pastimes, values-whatever they may be. We'll ask a lot of questions about what you're really thinking, feeling or worried about; what your experiences with money have been; and what you've accomplished so far.

Planning

Based on our discussions in the discovery phase, we will assess your personal situation, gauge where you are now relative to your life goals and priorities, and identify any gaps that may exist. We will consider the financial implications for each goal we discuss and construct the framework for a plan that supports them.

Solutions

A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial life. During this phase, we will recommend specific solutions to help match each of your goals. This is where we implement your customized plan.

Monitoring

Just when you make plans, life happens-and events large or small can change everything. The monitoring stage incorporates tracking systems to keep your plan on target. We'll help you plan for the unexpected, anticipate change and adjust your plans over time, as necessary.

Sandy Spring Wealth Management

*Not FDIC Insured *No Bank Guarantee
*Not a Bank Deposit
*Not Insured by any Federal Government Agency
*May Lose Value*

Securities, advisory services, and insurance products are offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC. Sandy Spring Bank and Sandy Spring Wealth Management are not registered broker/dealers and not affiliated with LPL Financial.
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This site is designed for U.S. Residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial's U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

 

 

 

 

 

 

 

 

 

 

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