Needs analysis

TailorMade’s concierge services begin by focusing on who the client is, what they care about, and what they are trying to accomplish.  The clients’ goals and objectives are the focal point of the TailorMade Financial needs analysis.  This includes a detailed review of all relevant information, including wills, trusts, and all necessary estate planning documents.  After analyzing the key information relevant to the clients’ individual circumstances, the TailorMade Financial needs analysis then focuses on assessing whether the clients’ current situation is sufficient in regards to accomplishing their goals and objectives.  This includes a detailed needs analysis encompassing the key documentation noted above, while also factoring in additional relevant data such as the clients’ current net worth, future potential net worth, real estate holdings, liquid assets, current investments, tax status, and the consideration of other unique needs for clients who are business owners and/or self-employed.