Our Engineered Process
The Bollin Wealth Management Financial Engineering process is based on the globally-recognized planning standards and best-practices articulated by the Certified Financial Planner™ Board and Nobel Prize-winning investment strategies developed by the leading financial minds in academia and industry. We unite these strategies with the principles and problem-solving processes fundamental to the engineering profession.
The result is a systematic and disciplined approach to building, preserving, and transferring our clients’ wealth. Our Financial Engineering process aligns clients’ financial goals with structured financial planning and investment strategies that provide more predictable, controllable, and repeatable progress towards achievement of their financial goals.
The Process: Step by Step
In the first step of our financial planning process, our goal is to understand your situation and what is important to you. Once we understand your values, financial goals and definition of financial success, we establish and define the client relationship. We help you determine which financial planning model is most appropriate for your circumstances whether it be a one-time financial plan or an ongoing relationship with comprehensive wealth management solutions.
We gather additional information to gain the clarity necessary to assess and objectively analyze your situation. We drill down to understand your values, attitudes, expectations, needs and priorities.
We review your current investments, risk management strategies, tax situation and estate plan and monitor the relevant external financial, economic and political influences to gain a complete understanding of your financial circumstances.
We take a deep dive into your financial condition. We assess the advantages and disadvantages of your current financial circumstances through the lens your stated goals. Alternative courses of action are examined and evaluated against their likely contribution towards achieving your financial goals.
Start The Process
Are you ready to experience Financial Engineering? Our unique financial planning process. Schedule a meeting with our team and learn how we can help engineer your financial future.