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 posted solid gains due to improving economic conditions and widening vaccination programs. However, tech and high-growth stocks played a limited role in the rally. Presented by Philip Clark, CFP®, CPWA®, April 2021 U.S. Markets Improved economic conditions and broadened vaccine programs ignited a broad stock market rally, though rising treasury yields … Read More
In this month’s recap: The burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks. Presented by Philip Clark, CFP®, CPWA®, March 2021 U.S. Markets Stocks notched a solid gain in February thanks to growing optimism surrounding the economic recovery and decreasing number of COVID-19 infections. The Dow Jones Industrial Average led, picking up 3.17 … Read More
In this month’s recap: As the month came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions. Presented by Philip Clark, CFP®, CPWA®, February 2021 U.S. Markets Stocks were mixed in January, giving up much of the month’s gains in the final days of trading, … Read More