Steve Bailin and Jodie Cohen, PBC Private Wealth's founding partners, each have the CERTIFIED FINANCIAL PLANNER™ certification. This certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training, and ethical standards and are committed to serving their clients' best interests today to prepare them for a more confident tomorrow.
Our Financial Planning Process follows the Certified Financial Planning Guideline known as the 7-Step Financial Planning Process:
1. Understanding our client's personal and financial circumstances
2. Identifying, selecting, and prioritizing goals
3. Analyzing our client's current course of action and potential alternative courses of action
4. Developing the Financial Planning recommendations
5. Presenting the Financial Planning recommendations
6. Implementing the Financial Planning recommendations
Addressing implementation responsibilities
Identifying, analyzing, and selecting actions, products, and services
Recommending, selecting, and implementing actions, products, and services
7. Monitoring progress and updating
Our team goes beyond investment planning and wealth management for our clients. We have clients that have been with us nearly our entire careers. Our clients become our family. Let PBC Private Wealth create the path for your financial and life journey.
