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The Tidemark Process for Financial Planning

Individuals with specialized careers require financial planners that understand their industry, benefits, and custom needs. At Tidemark Financial Partners, we help you navigate the complexities of your employer benefits to build a retirement plan that can provide long term independence. To address this lifestyle for our clients, we have developed and refined a six- step process called the Tidemark Process.

The Tidemark Process is a six-step process designed so that all aspects of one’s financial life are fully integrated into a comprehensive and personalized financial plan. This process is very important because it seeks to ensure all the pieces of the financial puzzle are put together. Once the pieces are in place, our clients can comfortably focus on what matters most to them: their family, occupation, and recreation.

Source

Meet your specialist and share your financial story

Analyze

Deep-dive into your goals and priorities, both personal and financial

  • What is important to you?
  • What is your lifestyle going to be like?
  • How much will I need to support my goals?

Develop

Gather necessary information and documents

Stress Test

Behind the scenes with our team. Look through your existing assets and develop an efficient strategy for pursuing your goals

  • Dissecting your current financial picture
  • Understanding how Social Security and Medicare impact your retirement plan
  • What type of risk are you currently exposed to?

Onboarding Experience

Meet to present your financial plan, explain our approach to pursuing your goals, and answer any questions you may have. When you’re comfortable moving forward, it’s time to put your plan into effect.

Monitor

Shifts in the market, changes in personal lives, and many other variables can affect a financial plan. Get timely recommendations, make necessary adjustments, and stay updated with a regular portfolio review. Ongoing reviews may be semi-annual, annually, or however often an investment plan may call for.

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San Diego Office

5405 Morehouse Dr. Suite 345
San Diego, CA 92121

Phone: 858.925.8000

Central Coast Office

6907 El Camino Real, Suite A
Atascadero, CA 93422

Phone: 805.466.2045