COMPREHENSIVE FINANCIAL PLANNING
At James River, we help individuals and families realize a secure life for themselves and plan a thoughtful family legacy. We do this through a number of unique and proprietary planning processes, and an integrated and comprehensive suite of financial, estate, and tax planning services, as well as investment and insurance advisory offerings, all designed to help individuals and families maximize the impact of their financial potential during life and through an ongoing legacy they can leave behind.
Our comprehensive process begins and repeats as follows:
- Connect: We connect with our clients and prospects to win their trust.
- Clarify: We gain clarity on our clients’ needs and goals.
- Plan: We build a plan that will bridge the gap between where clients are now and where they want to be.
- Invest: We then fulfill the plan.
- Communicate: We work with our clients to agree on how often and by what method to communicate, review, and update the plan as life events occur.
- Review: As time goes on, we repeat these steps as necessary.