Financial Planning

Thoughtful. Rigorous. Comprehensive.

Wealthspire Advisors constructs tailored financial plans that are thoughtful, rigorous, and comprehensive. By beginning each relationship with a thorough review of your objectives and priorities we are able to provide a roadmap to guide you over the long haul.

Our Financial Planning Process

Phase 1

Gather Data & Establish Objectives

  • Discuss & establish personal goals
  • Analyze and evaluate current situation
  • Assess time horizon(s) and attitude toward investment risk

Phase 2

Develop the Plan

  • Create and review personal plan with allocation recommendations
  • Discuss portfolio strategy and application

Phase 3


  • Determine timeline for meeting financial planning goals and executing investment strategy
  • Consolidate assets and phase in investing plan in a tax efficient manner
  • Coordinate with attorneys, accountants, and other professionals as necessary

Phase 4

Review & Monitor

  • Determine an appropriate review schedule
  • Recommend adjustments to the plan and investment portfolio
  • Support plan with periodic risk review and rebalancing
  • Ad hoc meetings and communication as life events dictate

*Please Note: Limitations.  The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Wealthspire does not serve as an attorney, accountant, or insurance agent.  Wealthspire does not prepare legal documents or tax returns, nor does it sell insurance products. 

Comprehensive Planning and Reporting

Planning considerations

Read on to explore the various areas advisors take into consideration when constructing custom financial plans.


Our comprehensive planning is supported by reporting capabilities that can provide a view your whole financial life regardless of what we manage.

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