Financial Planning Process | NY | Madison Planning Group

Our Approach

Saying No to One-Size-Fits-All Solutions

We’ve all seen it. Even the smartest investors get stuck in “the system” after brokerage houses, mega-advisors, and robo-advisors place their hard-earned assets into cookie-cutter solutions based on high-level, impersonal data. They are far from addressing their specific financial needs or getting any real financial guidance.

Creating a Plan Tailored To Your Needs

At Madison Planning Group, we believe success comes from a very different approach to financial planning. We begin by taking the time to carefully evaluate every aspect of your finances. Our team of experienced financial professionals will then work with you to create a strategy and a plan designed to address your specific needs.

We are rooted in our mission to serve every client with honor, trust, and mutual respect. As a result, our approach combines education, collaboration, and action to address your immediate financial concerns and implement a plan to help make your long-term goals a reality.

We will provide you with a holistic approach to financial planning and prioritize developing a relationship with you so that we can better understand your needs. We want to hear all about you and your life experiences so that we can put you first in every situation. That way, you can feel confident that you have a diverse team of experts in your corner whenever the unexpected arises in life.

Our dedication to your success doesn’t stop once your plan is in place – even after the strategy is enacted, your personal client service manager will continue to work with you to answer any questions you may have and provide the trusted guidance you need, no matter what size your issue may be.

We hope you’ll browse the various resources available on our website and welcome the opportunity to meet and discuss your unique financial circumstances.

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