Our Financial Services

Investment management & financial planning are inherently intertwined

Our Services

Good investment management requires comprehensive financial planning. Without financial planning, investing your money is like trying to drive to California without a map. Maybe you’ll get there; maybe you won’t. Maybe it will take too long. Maybe you’ll end up somewhere else that’s even better. And, maybe you’ll end up somewhere that is much, much worse than where you started.

On the other hand, providing financial planning without offering investment management is like handing you a text book and asking you to do brain surgery…on yourself.

Believe it or not, there are many financial advisors who only do a small piece of the puzzle. Investment managers who don’t care about anything other than the money you give them and financial planners who don’t provide any help implementing the plan they help you create (or only help you with a small part of it like insurance). That’s not going to give you the best results.

At Frisch Financial Group, we believe that investment management and financial planning are inherently intertwined; you really cannot do one without the other. As a result, we take a holistic approach in working with our clients.

Further, we take no action with our clients’ finances until we know they understand what we are recommending, why we are recommending it, and how it will work. We don’t leave our clients in the dark to "blindly trust us". Transparency and communication are the bedrocks upon which our services are built.

Taken together, investment management and financial planning equal wealth management – and you don’t need to be a Bill Gates to need wealth management.

The bottom line is that as a client of Frisch Financial Group, we will help you create the map to the life of your dreams as well as keeping the car in top working order while you make the journey.

For a greater understanding of the two components of wealth management, go to:

How We Do It

Discovery

Assess your current financial situation
Identify your priorities and concerns
Present the financial planning process

Profile

Complete our in-depth questionnaire
Gather financial documents
Establish priorities, short-term & long-term goals
Analyze your data

Strategy

Present the planning analysis
Tailor personalized financial plan to your needs
Communicate with your other professional advisors
Decide on implementation phase

Implementation

Review your customized, comprehensive financial plan
Review specific recommendations
Develop implementation schedule

Review

Review your implementation schedule
Meet with you several times a year to discuss changes or enhancements

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