Our advisors conduct extensive research and gather relevant data to provide valuable insights and recommendations to our clients. They utilize various reputable sources, industry reports, economic indicators, and market trends to stay informed about investment opportunities and risks. They may also leverage advanced data analysis tools and financial models to analyze historical data, assess performance metrics, and identify potential investment strategies.

Before we begin the process, we like to check in with you and verify that our ideas and your goals are aligned in all areas. We never want to move forward without making sure everyone is on the same page about what’s happening with your money. 

Through regular and transparent communication, Clear Harbor seeks to ensure that our clients have a clear understanding of the progress made toward their financial goals. By reviewing plan outcomes, we can assess the effectiveness of the strategies and make any necessary adjustments to stay aligned with your evolving needs. By discussing written advice, we provide an opportunity for our clients to ask questions, gain clarity, and provide feedback, fostering a collaborative relationship where we can continue to provide tailored guidance and support.

Clear Harbor works closely with clients to execute the recommended strategies and actions outlined in the plan created by our advisors. This may involve coordinating with various financial institutions, setting up investment accounts, initiating asset allocations, and implementing tax-efficient strategies. We can provide guidance and support throughout the implementation process, ensuring that our client’s investments, retirement plans, estate plans, and other components of the financial strategy are effectively put into action. Regular monitoring and periodic adjustments are made to keep the plan on track, optimizing the chances of success and enabling our clients to progress steadily towards their desired financial outcomes.

We understand that financial circumstances and goals can evolve over time, requiring adjustments to the original plan. We regularly assess the performance of the implemented strategies and monitor changes in the market, regulations, and personal circumstances of the client. If necessary, we will proactively recommend adjustments to the plan to ensure it remains aligned with our client’s evolving needs and objectives. By actively monitoring and adjusting the plan, Clear Harbor aims to optimize outcomes and ensure that our client’s financial strategy remains flexible, adaptable, and well-suited to their ever-changing financial landscape.