How Do We Work?

As an independent financial planning firm, Clipper Wealth Management works directly with you to customize a financial plan to find YOUR needs. We do not use a “cookie cutter” approach with investments and financial planning needs. We custom tailor a plan, YOUR plan that will benefit you based upon your goals and risk tolerance. No two people are the same, no two situations are the same and no two portfolios are the same

Before we begin, we typically have you fill out a financial planning questionnaire that will give us an in depth look at your current financial situation, showing us your assets and debts. This form will also have you prioritize your goals and any good/bad experiences you have with investments, insurance, estate planning, etc. Finally, and most importantly, this form will ask you to tell us more about you. What makes you “tick”, what do you enjoy and what are you passionate about. Numbers only say so much, but learning more about you is invaluable.

In our initial face-to –face meeting we will go over this financial planning form in detail and we will start mapping out a plan based upon your responses.

At Clipper Wealth Management and as a CFP, we take into account as much information as possible before making recommendations to you regarding your portfolio, insurance needs, etc. We want to give you the confidence that we understand your needs and can implement solutions that lay the foundation to achieve your goals.

We are committed to giving you a customized approach that benefits you and your heirs to meet your needs/goals of today and tomorrow.

Once your plan is implemented, we (You and Clipper Wealth) become a team handling your account.