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Financial Planning

Customized Financial Planning

Calystron Capital Advisors designs personalized financial plans that are thoughtful, disciplined, and fully comprehensive. We begin every relationship with a detailed review of your goals and priorities, enabling us to create a long-term roadmap that guides you forward.

Our Financial Planning Process

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Phase 1

Gather Data & Establish Objectives

  • Discuss & establish personal goals
  • Analyze and evaluate current situation
  • Assess time horizon(s) and attitude toward investment risk
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Phase 2

Develop the Plan

  • Create and review personal plan with allocation recommendations
  • Discuss portfolio strategy and application
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Phase 3

Implementation

  • Determine timeline for meeting financial planning goals and executing investment strategy
  • Consolidate assets and phase in investing plan in a tax efficient manner
  • Coordinate with attorneys, accountants, and other professionals as necessary
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Phase 4

Review & Monitor

  • Determine an appropriate review schedule
  • Recommend adjustments to the plan and investment portfolio
  • Support plan with periodic risk review and rebalancing
  • Ad hoc meetings and communication as life events dictate