Our Process : Zephyr Financial Strategies and Insurance Solutions, Pasadena, CA

Our Process

The Holistic Planning Process: is a comprehensive Financial planning process designed to help coordinate and orchestrate the many aspects of a client’s financial life into a cohesive whole. The objective is to give a better sense of where they are, where they want to go, and how to get there.

The Challenge: Most people have many resources and multiple advisers, but their advisers aren’t acting together as a team and their resources aren’t coordinated. The client is often left to orchestrate the entire process themselves without adequate knowledge, time, or desire. They often don’t know what they don’t know. What’s needed is a central point for all relevant information to flow to and from.

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*  Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.