DESIGNED FOR BUSY PROFESSIONALS, HIGH-NET WORTH INDIVIDUALs, and FAMILIES SEEKING TO ALIGN THEIR UNIQUE FINANCIAL SITUATIONS WITH THEIR MOST IMPORTANT LIFE GOALS.
THE FOUNDATION OF THE FAMILY OFFICE IS YOUR VISION OF THE FUTURE. UPON THIS FOUNDATION WE HELP BUILD A SPECIFIC ROADMAP AND PERSONAL STRATEGY FOR ACHIEVING YOUR DREAMS.
THE JOHNSTON GROUP ACTS AS YOUR PERSONAL BOARD OF ADVISORS, PROVIDING ADVICE, COUNSEL, AND OVERSIGHT OF YOUR CUSTOMIZED PLAN. IF YOUR FINANCIAL GOALS OR NEEDS CHANGE, WE WORK WITH YOU TO REALIGN YOUR STRATEGY WITH THE UPDATED VISION.
HOW IT WORKS
Personal Strategy Map
The purpose of financial planning is to achieve a desired outcome – your desired outcome. Only you can provide leadership in what it is that you want. For that reason, our first meetings are focused on understanding your personal mission, vision, and values. Through a series of exercises, we will help you develop and prioritize specific goals that articulate your vision for the future.
We take full inventory of your assets, liabilities, and cash flow by analyzing your: income and spending; bank accounts; investments; retirement plans; tax returns; estate documents; and insurance policies. Based on this information, we prepare personalized materials that offer you a snapshot of your current financial position, then begin the process of aligning your financial life with the vision that you articulated in the Personal Strategy Map meeting. This is a collaborative process, in which our professional advisors help formulate an efficient strategy by which you can meet your goals and priorities according to your timeline.
Recommendations & Roadmap
We deliver a clear roadmap for achieving your vision based on your unique financial situation, as discovered through our Personal Strategy Map and Comfort Compass sessions. This roadmap includes specific recommendations for savings and investments, tax efficiency, estate planning, insurance, as well as guidance in areas such as employer benefits and cash flow management. Once you have this comprehensive plan designed to secure your most valued objectives and a clear structure for making sound decisions, we help put that plan into practice.
Board of Advisors
The Johnston Group serves as your ongoing fiduciary. We remain committed to implementing and monitoring your customized financial strategy, and advise on any adjustments that may be necessary as life changes unfold. You retain ongoing access to our full complement of resources and services, and can call us with questions or for advice at any time.