Financial Planning

We help you answer the question: "Will I have enough?"

Cox Capital Management places the highest priority on helping you meet your financial planning goals. In charting your course for the future, we pull together all of the components of your financial and personal circumstances.

Our financial planners will advise you on how to prioritize goals and objectives, manage risk, and serve as a guide for the future so that you can enjoy your life today and pursue your goals for tomorrow.

Financial Planning Process

Step 1 - Understanding your goals

We conduct a personal interview with you to obtain the background information needed to design your plan. We will review your investments, insurance, tax planning, estate plans, assets, liabilities and retirement goals.

Step 2 - Developing your plan

Next, we develop a personalized financial plan designed to transition properly into your existing financial situation. We sit down with you to review our recommended allocation and discuss portfolio design in order to accurately target your planning needs.

Step 3 - Implementing your strategy

After we meet with you to review your financial plan, we proceed with recommendations and implement your plan. We structure your asset allocation and execute necessary orders, as well as outline and establish systematic investment, income, and rebalancing schedules.

Step 4 - Monitoring your progress

Once implemented, we establish an ongoing quarterly review of your financial plan. We also work with you to incorporate developments in your circumstances to keep your plan in line with your changing circumstances.

Need help creating your financial plan?

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