The Kaplan, Litwin, Kaplan & Associates Conversation

Over the years, we have found that an ongoing exchange is the best way to identify your needs and then design the strategies to help pursue your goals.  We start by establishing a dialogue -  The Kaplan, Litwin, Kaplan & Associates conversation.  We only make a recommendation after we get to know you and you get to know us.

                                    

We focus on two fundamental questions:

Who are you as a person?
What are your financial circumstances?
♦ You and your family
 
♦ Business
 
♦ Career
 
♦ Hopes and dreams
 
♦ Top priorities
 
♦ Where you envision yourself over the next 5,10,15 years and longer
 
♦ Interests
 
♦ Hobbies
 
♦ Challenges, including the things that cause you to lose sleep
 
♦ Your likes and dislikes
 

♦ Investments

♦ Income
 
♦ Income needs
 
♦ Insurance
 
♦ Family requirements
 
♦ Return expectations
 
♦ Risk tolerance
 
♦ Estate Planning Strategies
 
♦ Tax situation
 
♦ Benchmarks and measures of success

 

 

 

 

 

 

 These questions and their answers are the foundation of Kaplan, Litwin, Kaplan & Associates consultative approach.