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Citi Global Wealth at Work’s workplace financial planning services are available to busy professionals whose time is valuable. We provide a guiding hand toward your financial wellness, with a customized plan that works for you.
Our specialists are there to examine your current financial situation and help you understand it better. Together, we will set realistic goals for milestones like saving for your children’s education, as well as for your future retirement. What’s more, your financial planner will act as a conduit to the financial resources you need to help fund your goals as and when they occur.
While we make provisions to help mitigate unexpected circumstances like disability or premature death, we advise you to monitor your progress, review your funding strategies, and consider the alternatives on an ongoing basis.
Our team specializes in financial planning for professionals and will work diligently to understand your circumstances, identify your challenges, offer ideas to remedy shortfalls, and provide guidance that seeks to meet your key objectives.
How we serve you
Detailed
Workplace financial planning involves a detail-orientated approach to wealth management.
From net flow work statements and cash flow statements to budgets to asset allocation and estate planning, all the elements of your finances are covered.
Listing your existing assets and liabilities will help us gauge your current financial situation. Once we get the lay of the land, we will estimate your potential income after retirement, all while planning for any unexpected events that may occur.
Customized
We know that when it comes to workplace financial planning everyone’s circumstances are unique.
That’s why we monitor your financial situation and work with you to implement a viable plan in that is designed to help you transition into retirement, while maintaining your current lifestyle.
Your financial planner will customize your plan based on your specific needs, whether that’s saving for your children’s college fund, putting money away for a vacation home, or building a nest egg to cover eldercare costs. Whatever your goals are, we will work with you to accommodate.
Measured
Our dedicated team of financial planning specialists have many years of experience in planning for eventual wealth distributions.
Their measured approach means your customized plan will be balanced, seeks to account for potential returns and risks, and will help you manage, grow, and preserve your wealth more effectively.
We believe the approach to financial planning for professionals is to act with purpose and avoid taking unnecessary risks. Whether it’s diversifying your investment portfolio, structuring your wealth in a tax-efficient manner, or overhauling your estate plan to suit the needs of your beneficiaries, you’re in good hands.