Financial Planning
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What we do
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.
Piedmont Capital Offers the Plan for your Unique Situation.
Asset Allocation Plan
Piedmont Capital prepares and executes an Asset Allocation Plan for every client. The cost of the Asset Allocation Plan is included free as part of the Investment Management Fee. There is no separate cost for the Asset Allocation Plan.
Risk and Return Analysis
To determine the appropriate mix of assets for each client, Piedmont Capital employs the Grable & Lytton Risk Tolerance Assessment to determine the Client’s Risk Tolerance Score (RTS).
Advisor-Driven ("NOT a RoboPlan")
At Piedmont Capital, each client is treated as a unique human being. “One size DOES NOT fit all.” We take the time, and we put in the effort, to ensure that we truly understand our clients’ needs, goals, and dreams.
Balancing Goals
The planning process includes thoroughly exploring each client’s financial situation before an investment strategy is proposed.
Monitor & Review
All Plans prepared by Piedmont Capital utilize workflow and periodic review to inform on progress and performance. Workflows include initial consultation, follow-ups, Risk Tolerance Scoring, Investment Policy Statement, and Periodic Performance Reporting.
Financial Plan
Piedmont Capital prepares and executes a Financial Plan for each client, based on both an as-needed and/or requested basis. The cost of the Financial Plan is included Free as part of the Fee-Based Investment Management Fee. There is no separate cost for the Financial Planning Process. Piedmont Capital utilizes eMoney Advisor’s Foundational Planning Platform to prepare each client’s Financial Plan. eMoney is a comprehensive Goal-Based Planning Solution that deepens Client engagement through interactive planning focused on retirement, spending, and education goals. Piedmont Capital utilizes the:
Certified Financial Planning (CFP) Board's 7-step Planning Process
Client Portal
Piedmont Capital offers the EMoney Advisor portal to each client. The cost of Emoney Advisor is included Free as part of the Fee-Based Investment Management Fee.
Footnotes (Disclosures)
1. The cost of the Financial Plan is included Free as part of the Fee-Based Investment Management Fee. 2. Stuart Pierson employs the CFP Process; Stuart Pierson is not a CFP. 3. The cost of the Client Portal is included Free as part of the Fee-Based Investment Management Fee.
