Financial Planning:

“Sometimes the most important step is to stop and think about the options available to meet a particular goal.  To land on the best choice, our job often involves asking more questions rather than providing immediate answers.”

- Lissa Gangjee, JD, CFP®, Director of Wealth Planning & Senior Relationship Manager

Threshold’s financial planning services are designed to improve each client’s path to personalized financial goals while taking into account the many external forces that often come into play. We align the client’s financial goals with timely opportunities presented by market or legislative conditions.  Often we help our clients make informed and strategic decisions in light of changing tax laws, volatile market conditions or other uncertainties. The scope of our work involves an examination of financial plans, estate plans, insurance and tax strategies for both income and estates. 

By spotting issues that affect the transfer, growth or preservation of wealth for both near and long term, we can help our clients address obstacles or optimize their financial plans. Threshold takes pride in collaborating closely yet objectively with our clients’ accountants, tax advisors, estate attorneys and trustees.

Deliverables
  • Annual tax planning
  • Client-friendly estate plan visuals and annual updates
  • Issues spotting and asset strategies to address tax legislation
  • Coordination of professional advisors (estate planning, tax, insurance)
  • Charitable planning
  • Education funding analysis and guidance
  • Identity theft education and safeguards
  • Trust analysis and synopsis*
  • Cash flow statements, balance sheets and depletion analysis
  • Credit management issues
  • Medical insurance research and recommendations
  • Mortgage and debt analysis or consolidation

*Threshold does not act as trustee for our clients; we work with a client’s independent or family trustees.

Outcomes

Threshold’s clients gain a goal-driven planning process in which they are able to address changing tax laws, market conditions or shifts in family priorities.  Plans are designed to be dynamic rather than static. The client is able to leverage assets against current opportunities while keeping a core financial strategy intact.



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