Program Overview

The Mason Planning process starts with your vision – the lifestyle, philanthropic, career, retirement, and legacy goals that must be carefully considered in developing a sound financial plan.

The Mason Process uses these goals to develop the current and future financial budgets and wealth accumulation targets that will help you to achieve or sustain financial independence – the ability to achieve your vision based on assets rather than wages.

The Mason Financial Planning Process

• Step 1: Comprehensive Data Collection:
  Covering your goals, and comprehensive financial data.
  
  
• Step 2: Preliminary Plan Review and Presentation of Data: Including projections of current and future financial independence.
  
  
• Step 3: Financial Plan and Recommendations:
  An in-depth analysis including strategies and recommendations covering education funding; estate planning; risk management; investment strategy; financial independence; retirement planning; income tax planning; and how to maximize the value of your employer’s total rewards program.
  
  
• Step 4: Implementation:
  Based on 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 you with unanticipated opportunities and situations, and 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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