The Mason Planning process starts with the executive’s vision. Our planners carefully consider lifestyle goals, philanthropic goals, career and retirement goals and legacy goals in developing a sound financial plan.

A multi-disciplinary team of specialists then reviews the client’s current and projected financial situation, explores alternatives for action, and provides specific recommendations covering a wide range of areas including: financial independence and retirement; income tax planning; education funding; budget; investment portfolio; estate planning; risk management; and how best to maximize the value of corporate total rewards opportunities.

The Mason Financial Planning Process

• Step 1: Comprehensive Data Collection
  
  
• Step 2: Preliminary Plan Review and Presentation of Data



• Step 3: Financial Plan and Recommendations
  An in-depth analysis including strategies and recommendations in each planning area, and extensive consultations with the client to review the plan and recommendations.



• Step 4: Implementation
  Regular meetings help the client implement each key recommendation, working off an implementation plan with clear deadlines and responsibilities. We assist with all implementation not requiring legal counsel.
  
  
• Step 5: Monitoring, Ongoing Consultation and Annual Updates
  Quarterly meetings to provide ongoing consultation on implementation, on-call service to assist the client with unanticipated opportunities and situations, and annual updates (for continuing clients) incorporating new information and strategies.
  

For the best of plans are only effective if they are implemented.

For information on Financial Planning for Executives, contact Robert Corno, 703-716-6000 or email fp@masoncompanies.com

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