Piedmont Capital offers a variety of Financial Planning services, principally advisory in nature, to clients seeking management of their financial resources based upon a professional analysis of their individual needs.
The Financial Planning process begins with a complimentary initial consultation. After the initial consultation, if the Client commits to engage Piedmont Capital for Financial Planning services, an engagement letter is presented to the Client. Upon execution of the engagement letter, Piedmont Capital conducts follow up meetings as necessary, during which pertinent information about the Client's financial circumstances and objectives is collected. Once such information has been reviewed and analyzed, a written Financial Plan - designed to achieve the Clients' stated financial goals and objectives - is produced and presented to the Client. The primary objective of the process is to allow Piedmont Capital to assist the Client in developing a strategy for the successful management of income, assets, and liabilities in meeting the Client's financial goals and objectives.