Your Financial Coach
We will develop and provide financial planning recommendations that address your goals, are consistent with your tolerance for risk, and will assist you in making informed decisions.
Custom Wealth Management
Wayne R. Schuman & Associates strives to take the mystery out of investing, insurance, estate conservation, and preserving wealth.
A Value-Based Investment Firm
We strive to learn about your lifestyle, family, goals, values, and income. Along the way, you will get to know us, our backgrounds and experience, the services we offer, and what you can expect from us.
Analyze
We will gather and analyze your documents to assess your situation and determine how to help you achieve your goals.
Depending upon the services requested, we may analyze your assets and investments, liabilities and cash flow, insurance coverage, company benefits, tax strategies, estate plan, and/or small business succession plans.
Implement
You may choose to have us implement our recommendations (including asset and risk management solutions), as well as serve as a “coach” on certain topics. An important aspect of plan implementation is often coordination of the process with your attorney, accountant, and other advisors.
Monitor
We will agree on how and when your plan will be monitored and reviewed relative to the achievement of your goals. It is important to note that financial planning is a continuous and dynamic process.
When a major life or financial event occurs, please let us know so that we may review and update what information, if any, is needed.
