We don’t start by talking about money. We start by talking about what’s important to you.
How We Do It
Seven Steps to Informed Decision
At Fiduciary, your plan is not built on algorithms or industry averages, but on a comprehensive understanding of what matters to you. A full integration of both financial and estate planning, a comprehensive wealth plan provides a framework for making informed decisions today and will evolve with you over your lifetime.
The following are the key steps in our planning process:
Developing a Wealth Plan
Our wealth planning process begins with a deep understanding of your personal and financial goals. We ultimately translate this into a comprehensive plan to guide financial, living, wealth transfer, and other decisions.
Client Success Stories
Our wealth planning process helped our client examine the financial and living tradeoffs of retirement living options, so they could make a well-informed decision.
We enabled a family member to access additional care through our wealth planning process, which provided a funding plan as well as assistance identifying care options.
We have helped private foundations and other charitable entities convert to donor-advised funds to reduce administrative burdens and increase flexibility.
By placing pre-IPO stock in a New Hampshire trust with Fiduciary Trust of New England, a client reduced their tax liability.
Discover Our Insights
Wealth Planning: Is Your Financial House in Order?
This article discusses how to create a comprehensive wealth plan to meet your goals and then implement that plan.
Wealth Planning Checklist
Our Wealth Planning Checklist highlights key financial and estate planning items that you should consider when reviewing your estate plan and related documents.
Ten Items to Consider When Turning 18
There are a number of important financial considerations for teens turning 18 and heading to college.