Comprehensive Financial Planning

 

We provide comprehensive financial planning services as the first step in our client on-boarding process. During this time we work directly with your executive team, Trustees and Finance Committee to learn about your organization, your goals, funding needs, current position and governing structure. We cover topics such as revenue planning, risk management, cash flow and debt management, investment analysis, and fiduciary risk and responsibilities.

We conduct a thorough review of all governing documents for your organization including current investment policy statement, spending policy, gift acceptance policy, gift agreements, bylaws, and major gift and legacy plans. Through discussions in which goals and objectives are established, we develop your investment policy and investment plan with an asset allocation target and create and manage a portfolio based on that policy and its allocation targets. 

  • Comprehensive financial review: revenue planning, risk management, cash flow and debt management, investment analysis, and fiduciary risk and responsibilities.

  • Comprehensive Governance Document review: investment policy statement, spending policy, gift acceptance policy, gift agreements, bylaws, and major gift and legacy plans. If any of the pertinent governance documents do not exist, we assist you in working through the considerations necessary to prepare governance document drafts, including the establishment of a suitable spending policy.

  • Document ratification: we work with you to ratify any governing documents and present them to all interested parties to include the Board of Trustees and any major stakeholders. The ratified Governance Documents serve as the bases for your Comprehensive Investment Plan. 

  • Comprehensive Investment Plan: working closely with your Finance Committee and Trustees we design a comprehensive investment strategy that aligns with your mission, long-term-goals and cash flow requirements.

  • Annual review: on an annual basis, we conduct a full review of the comprehensive plan to ensure its accuracy and ongoing appropriateness. Any needed updates are implemented at this time.