Our Process

[vc_row][vc_column][vc_text_titles title=”Our Process” subtitle=”Add some text here”][vc_column_text]Fiscal Dynamics, a Family Office and Planning Firm, in Farmington, Connecticut offers more than simple finance chatter.  Our process involves three distinct phases:[/vc_column_text][vc_row_inner][vc_column_inner width=”1/3″][vc_column_text]

Snap Shot

Basic data gathering, synthesis and presentation of a client’s current financial picture.  In this phase, the client sees, perhaps for the first time, the complete landscape of their financial profile and with generic assumptions, where they are likely headed.

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Goals & Path Setting

From the foundation of the snap shot, goals are established with the client and spouse.  Various plans and ideas are brainstormed.  These “what if” scenarios can be repeated over and over.  Analysis of Cash Flow, Balance sheet, and Income statements are easily changed.

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Implementation and Review

A path is set and Fiscal Dynamics begins to walk through life with the client, ensuring each step is met on route to each goal.  A constant annual, semiannual, or more frequent review is done with client, at their discretion along with ample opportunities for new brainstorming sessions; more “what if” scenarios are given to the client.


Why this works

Fiscal Dynamics works in an independent, conflict of interest free environment. We work in tandem with the clients and other professional advisors to manage a personal board of directors for the Family.  Fiscal Dynamics quarterbacks the team the client owns.[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][vc_separator color=”custom” accent_color=”#dee8ea”][/vc_column][/vc_row][vc_row][vc_column][vc_bplus_quote_buttons second_content=”and a free 15 minute followup consultation” button_caption1=”Free Score” button_url1=”#” button_caption2=”Contact us” button_url2=”#”]Get Your Free Fiscal Dynamic Score[/vc_bplus_quote_buttons][/vc_column][/vc_row]