Individual, Family and Life Planning

The Blue Summit Experience

Would you like to feel financially secure? Did you know that your investments can make you money and make you feel good? Whether it is aligning your investments with your values, sorting out a life transition, dealing with an inheritance, or saving for a child's college education, we take the time to get to know your needs and goals, establish a plan of action and ensure that you keep on track.

The Blue Summit Experience

First Meeting: Get to Know You

We want to get to know you! In this initial complimentary meeting we will:

  1. Explore your goals, values and objectives
  2. Clarify what is important to you in your life
  3. Begin uncovering your individual and family financial planning issues
  4. Discuss the basics of using socially responsible investing
  5. Determine if there is a basis for a client-planner relationship
  6. Discuss our fees and services for your personal situation

Second Meeting: Gather Information

Now that we've decided to work together, we get to dive into the details! In order to develop your values-based financial and investment plan, we gather all pertinent data such as:

  1. Account statements
  2. Tax returns
  3. Company Retirement Plan information
  4. Pension estimates
  5. Social security projections
  6. Insurance policies
  7. Mortgage details
  8. Cash Flow Worksheet
  9. Social Policy Survey
  10. Investment Risk Questionnaire
  11. Cost basis
  12. Trust documents
  13. Business Profit & Loss
  14. Charitable giving desires

Third Meeting: Present Recommendations

Now you get to see your life-plan come together! For most of our clients, this is a powerful experience that gives them the clarity and confidence to move forward with their ideal life strategy. A Blue Summit financial plan will allow you to:

  1. Align your investments with your values
  2. Provide for your family's needs
  3. Be prepared for life changes
  4. Know how much is needed to save for retirement
  5. Plan ahead for major purchases
  6. Create an intergenerational estate plan
  7. Determine when you can retire
  8. Have assistance during life transitions
  9. Complete a giving and/or legacy plan
  10. Align your money for social and environmental change

Fourth Meeting: Implement the Plan

Now it's time to move forward! By following the strategy outlined in your plan, we aim to:

  1. Integrate your social and environmental values
  2. Provide access to institutional portfolios not available to the retail investor
  3. Minimize investment management fees
  4. Create the most tax efficiency
  5. Lessen the need for market timing
  6. Provide financial education
  7. Interact with your tax and estate advisors, if needed
  8. Protect yourself and/or your family by managing risks
  9. Provide a Personal Roadmap to help "keep you on track"
  10. Create financial peace of mind

Annual Review: Monitor Plan

We are committed to helping you stay on track! This is the time we check in with you to review investment performance, cash flow management, and any changes in your life. We meet annually for a comprehensive review and go through a checklist of items to monitor how your plan is progressing. This process makes certain we continue to address all aspects of your life plan so that you can realize your dreams and have financial peace of mind.