Comprehensive financial planning so you don't have to paddle against the current

Closely following the 5-Step Plan developed by Scott Weir, your Weir consultants will help you navigate the wealth management waters and ensure that you clearly understand your financial path. Through insightful discussions, in-depth analysis and a strategic planning process, together, we will work towards implementing a plan that works for you and help you work towards meeting your financial goals.

To successfully plan for your future, your financial journey should encompass:

Mouseover Bullet Points to Learn More.

Financial planning is creating a plan to evaluate your current financial situation, identify your needs, and plan for future life events.

Once your financial plan is in place, wealth management is the process where we start working to reach those goals by providing advisory services on your investment options.

Saving for a college education is often one of the most significant financial goals for a family—coming in third behind saving to buy a house and for retirement. Having an educational plan in place can help make it easier to attain your savings goal. With Education Planning, not only are you savings for, but also investing in the future.

Anticipating and arranging for the disposal of your estate. This preplanning of your estate attempts to eliminate uncertainties over the administration of a probate and maximizes the value of the estate by reducing taxes and other expenses.

Having a tax plan in place will help you discover how you can accomplish the other elements of your financial plan in the most tax-efficient manner possible. Tax planning allows the other elements of your financial plan to interact more effectively by reducing tax liability.

Financial planning is creating a plan to evaluate your current financial situation, identify your needs, and plan for future life events.

Once your financial plan is in place, wealth management is the process where we start working to reach those goals by providing advisory services on your investment options.

Saving for a college education is often one of the most significant financial goals for a family—coming in third behind saving to buy a house and for retirement. Having an educational plan in place can help make it easier to attain your savings goal. With Education Planning, not only are you savings for, but also investing in the future.

Anticipating and arranging for the disposal of your estate. This preplanning of your estate attempts to eliminate uncertainties over the administration of a probate and maximizes the value of the estate by reducing taxes and other expenses.

Having a tax plan in place will help you discover how you can accomplish the other elements of your financial plan in the most tax-efficient manner possible. Tax planning allows the other elements of your financial plan to interact more effectively by reducing tax liability.

Weir 5-Step Plan

With the Weir 5-Step Plan, we will work with you throughout the entire planning process to identify your needs, analyze your situation, develop a plan, implement your plan, and continue to review, monitor and refine your plan as needed to help you work towards meeting your goals. Click on the attached link to begin the process with our Common Moments of Truth worksheet.

Step 1: Identify goals, objectives & concerns

  • Get to know you.
  • Identify your hopes, plans and dreams.
  • Determine your overall life objectives.
  • Address questions and concerns you may have.

Step 2: Analyze & refine your information

  • Review your current net worth.
  • Establish your assets, both liquid and non-liquid.
  • Look at your liabilities—mortgages, credit card balances, and loans.

Step 3: Develop Plan of Action

  • Develop a plan based on your goals and objectives.
  • Determine the time frame for the invested funds and needed return.
  • Establish required contributions, distributions or withdrawls that may be needed.
  • Identify your personal investment attitude.
  • Follow an extensive risk assessment scoring model to establish your level of comfort and risk tolerance.
  • Inform and educate you on your investment options .
  • Set up your personal investment strategy.

Step 4: Implement & administer

  • Review your estate planning factors and tax situation.
  • Complete extensive investor questionnaire to establish suggested mix of investments.
  • Determine investment time frame—both short and long term.
  • Put investment strategy into action.

Step 5: Review & monitor

  • Continue to review and monitor your investment plans and strategies.
  • Continue to evaluate personal needs—including life and insurance needs, cash needs, income needs.
  • Continue to work with, educate and inform as needed to help you reach your goals.

Ask us about our all-encompassing financial
management services program

Financial planning is more than simply saving for your future. At Weir Financial, we provide an all-encompassing financial management program because we want to be more than just your financial planners—we are your advisors, consultants, educators, and friends. Together we will work hard on your behalf to help you work towards reaching your goals and planning for you and your family's future. Helping our customers, getting to know you and your family, building for your future—that is what Weir Financial is all about.

Other Services We Can Help You With:

Scouting out the right people, solutions and services are what make relationships the most successful! Through the trusted relationships that we have built over the years, we can also help connect you with: