A fundamental way to envision the difference between JoycePayne Partners and other financial services companies is to replace the word “planner” in financial planner with the word “consultant.” Our style is holistic – not only getting to know clients, but getting to know them completely. Well enough to actually be part of their goal-setting process.
Gaining this knowledge requires us to focus on every area of a client’s financial life including estate planning, investments, insurance, tax strategies, employee benefits, stock options, cash flow and tax strategies, and retirement and education planning.
Maintaining this knowledge requires us to constantly take the pulse of each client’s life at every step of a plan’s execution through a free flow of communication (including annual reviews).