At Blattel & Associates, we offer a very thorough, goal-based bucket approach, where we’ll divide your wants and needs into short-term goals, mid-term goals, and long-term goals to plan for your future. We are proud to present ourselves as true financial planners, not just investment managers, and while we enthusiastically help our clients in the areas of comprehensive financial planning and investment management, we can also assist with tax planning, income planning, insurance planning, and estate coordination.
We offer personalized, hands-on service for each of our clients. We strive to educate our clients and take the mystery out of financial concepts and products. We understand that there are many challenges that come with planning for your financial future, and we know the biggest concern for many is outliving their money. Because of this, we focus not only on money management, but comprehensive financial planning and other issues that are critical to your financial well-being.
Our firm’s process is designed to specifically help clients visualize the path to reaching their financial goals and alleviate any concerns through careful financial planning. Our team developed an educated, authentic, and caring approach with a high level of customized service to our clients since the inception of our firm. We are excited to bring this knowledge and service to help our clients achieve their financial goals.
We listen to the concerns and needs of our clients and then meet to collaboratively respond with timely information and care, and we work hard to base each approach depending on their individual needs.
Our process consists of seven steps designed to deliver your financial plan with efficiency and effectiveness:
Blattel & Associates 7 step process
1 DISCOVER: Primarily, we will have a conversation with you in order to understand your starting point. We will also take care to address any questions or concerns you may have about working with us.
2 ESTABLISH GOALS: Next, we will organize your finances so that you can see your financial picture more clearly and establish goals that you want to reach in your future.
3 ANALYZE: We will determine the appropriate next steps to take in order to ensure that you, with the help of our team, are ready to progress with developing your financial plan.
4 PLAN: We will then develop personalized strategies together that will put you on the path to achieving your goals.
5 RECOMMEND: After the strategies are identified, we will make specific asset and investment recommendations to bring those strategies to life.
6 IMPLEMENT: When you approve those recommendations and ensure that they are right for your situation, we’ll put them into action.
7 MONITOR: After the strategies are implemented, we’ll continuously monitor your progress together through regular meetings to help you stay on track or pivot when life throws you a curveball.