Broker Check

Financial Planning

Foundational Strategies & Ongoing Financial Planning Services

May be appropriate for clients who want Foundational Strategies or Ongoing Personalized Financial Advice on their short and long term financial goals.

Ongoing Financial<br/>Planning

Ongoing Financial
Planning

Designed for clients who want Ongoing Financial Planning advice that looks at their whole financial situation


Services offered:


Core Topics

  • Financial Position Review
    • Cash Flow
    • Net Worth
  • Protection Inventory
  • Basic Estate Planning


Goal Based Topics

  • Retirement
  • Education
  • Future Financial Position Planning
  • Estate Planning
  • Employee Benefits Planning
  • Investment Planning
  • Income Tax Planning
  • Other Accumulation Goals
Ongoing Financial<br/>Planning

Ongoing Financial
Planning

(High Complexity)
Designed for clients who have complex planning needs requiring multiple professionals


Services offered:


All Ongoing Financial Planning Services, plus:

  • Access to Advanced Planning Specialists
  • Executive Benefits Planning
  • Divorce Financial Planning


Coordination with Outside Professionals

  • Accountants
  • Attorneys
  • Business Financial Planning
  • Special Needs Planning
Foundational<br/>Strategies

Foundational
Strategies

Designed for clients who want Insurance or Investment Services and do not want to engage in Ongoing Financial Planning


Services offered:


Insurance Services

  • Insurance Needs Analysis
  • Insurance Strategies


Investment Services

  • Brokerage Products
  • Investment Advisory Services
  • Portfolio Analysis


Fee for Service Dependent on the Scope of the Engagement


Implementation Cost

  • Insurance: Varies based on products
  • Investment Services: Varies based on products and account types

The Financial Planning Process

At Baystate Financial,<br/>we see your bigger picture.

At Baystate Financial,
we see your bigger picture.

Using PFV®, we work together to help you Get Organized.

ORGANIZER

Connect all your accounts for a consolidated view of your entire financial picture.

INVESTMENTS

Interactive charts and detailed views help monitor all your accounts.

SCREEN SHARING

Join a screen sharing session
quickly and easily for interactive planning anytime.

VAULT

Safely store your most important financial documents, accessible 24/7.

TRACK SPENDING

Know how much you’re spending, and where.

BUDGETING TOOLS

Set budgets to help reach your savings goals.

MOBILE

A complete financial picture available on your smart phone.

GOALS

See if you’re on target to reach your most important goals.

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