Planning Process

Focused on your Longevity

The LePage Financial Group planning process focuses on five critical areas of active wealth management: Exploration, Analysis, Recommendation, Implementation, and Active Wealth Management. Our process helps ensure the solutions we develop are tailored to your needs. We believe comprehensive solutions deliver the best results when they affirm your family’s traditions, history, values, and long-term objectives.

  • 1.

    Exploration

    When building a wealth management plan, the right questions yield the best answers: Where do you want to go? What do you want to achieve? What do you value most? Before we create custom strategies, we need to explore and understand your short-term needs, long-term goals, risk tolerance and more.

  • 2.

    Analysis

    After we’ve identified your ideal financial future, we will analyze each part of your portfolio. If necessary, we’ll recommend changes that will put you on track to reach your goals. A critical aspect of investment management is ongoing portfolio analysis. We will continuously seek better relative opportunities for growth while protecting your assets.

  • 3.

    Recommendation

    After completing in-depth analysis of your objectives and risk tolerance, we will provide you with an investment portfolio that is designed specifically for you; a strategy that will help you pursue your long-term financial goals within the boundaries of your risk tolerance.

  • 4.

    Implementation

    Having a strategy is not enough. Implementation is critical. We’ll work with your legal, accounting, and trust professionals to implement the strategy, and keep you informed of our progress every step of the way.

  • 5.

    Active Wealth Management

    Comprehensive wealth management plans must adapt to the unexpected. Markets will move higher and lower. The economy will cycle through recessions and recoveries. Life will bring welcome and not-so-welcome events. Through it all, your plan must have the elasticity to meet evolving goals. Vigilant monitoring and periodic portfolio reviews will help us ensure you remain on course to meet your goals.