A financial plan provides direction for saving, investing, risk management, asset protection, estate, and tax planning to help you maximize your current assets to achieve your goals. We believe that a financial plan is the mission critical link help you maximize your savings and investing efforts. Our goal throughout the process is to increase after tax and after cost portfolio growth and protect what you and your family have been working towards.
Over 14 years has gone into shaping our financial planning process, which helps identify your priorities, biases and goals in order to help understand your unique planning solution. The KROST Wealth Process
As your tax advisor, it is our duty to identify opportunities for you, as it relates to tax, to ensure your financial success. To accomplish that, we employ the Core 3 Process to systematically address key areas of focus to develop a comprehensive financial plan.
It all starts with tax.
Core 3 Process:
Over the years, we have refined and perfected a process to help our clients manage their most important and unique financial decisions and plans. We have bundled and named this process Core 3.
It focuses on the three main parts of our clients' financial lives:
Through this process, our clients come to understand exactly what is important to them, what resources are available, and the way to effectively deploy resources in the attainment of their goal.
Monthly Economic Updates
In this month’s recap: Stocks rallied, fueled by an improving labor market, strong corporate earnings, and clarity on Fed tapering plans. Presented by Philip Clark, CFP®, CPWA®, September 2021 U.S. Markets Signs of an improving labor market, strong corporate earnings, and more clarity from the Fed on its tapering plans propelled stocks to multiple record highs Read the full article…
In this month’s recap: Stocks notched a solid gain as investors looked past higher inflation and new COVID-19 cases. Presented by Philip Clark, CFP®, CPWA®, August 2021 U.S. Markets Last month, the stock market posted a solid gain, overcoming investors’ fears of higher inflation and an increase in COVID-19 cases. The Dow Jones Industrial Average picked Read the full article…
In this month’s recap: Stocks moved higher as investors looked past accelerating inflation and the Fed’s pivot on monetary policy.Presented by Philip Clark, CFP®, CPWA®, July 2021 U.S. Markets Stocks moved higher last month as investors looked past accelerating inflation and the Fed’s pivot on monetary policy. The Dow Jones Industrial Average slipped 0.07 percent, but Read the full article…