Evaluation
Evaluation begins with backtracking and discussing with your advisor what you have done to date. What your experiences have been both positively and negatively with financial discipline, and your ability to manage your individual, corporate, or familial finances. The evaluation process is the beginning of your financial journey with Ein Sof Advisors.
Introspection
Introspection is a word not often used in finance, but it is by far the most important when dealing with finances and investing. Everyone wants to be an investor and build multi-generational wealth; however, an honest reflection and discussion on your personality and comfortability with risk is an important step in the construction of your perpetual financial plan.
Numbers
The most frustrating part of anyone’s financial life is sitting down and crunching numbers. Your numbers are personal and specific to the life you want, and the financial security you will feel most comfortable with. We work with you to calculate specific goals both conceptually and mathematically. Our job is to help you maintain discipline so that your numbers: the money you contribute, the investments results, and the long term-goals associated are achieved.
Solutions
There is no question there are INFINITE financial solutions. Ask three advisors for their advice or opinions you will most likely get four answers. How can you be certain you are receiving the right ones? When constructing a financial plan, solutions are often met with fulfilling a need for today. Solutions for a perpetual plan mean bucketing and compartmentalizing monies, understanding that solutions evolve with time. In other words, having your investments targeted to different life stages, time frames and needs. An Ein Sof solution takes into consideration you at various points in your life. We work to help you understand various account structures, investments and plans that will evolve with the plan participants.
Operational Implementation
Patience is the key word when implementing any plan. When implementing an Ein Sof Financial Plan, we take our time, and we provide assurance throughout the process that the plan is fitting for you and your family. Each plan participant has their own onboarding process, which is tailored to their needs to make certain they are fully aware and comfortable every step of the way.
Family Review
The familial review is imperative and done periodically. It is our opportunity to reconnect with you, and your opportunity to carve out time to address your plan. Our families are constantly going through changes, and the consistent communication between advisor and plan participants allows for pertinent information to be exchanged and plans to be modified accordingly. Life gets incredibly busy, and the more changes and complexities arise, the more important it becomes for plans to be modified and refocused. Effective management of The Ein Sof Plan means that the strategy reflects your family as they grow through the exciting times, as well as the often difficult financial times.