The Corrigan Process is a comprehensive approach that is incorporated into every interaction we have with a client. It drives every aspect of our work. We believe this disciplined process enables us to assist each client more effectively to manage his or her personal finances in a complex, ever-changing world.
The Corrigan Process includes 3 key phases:
- Financial Planning
During this first phase, we work with you to assess, define and document your personal and financial goals and objectives. From there, we develop your overall financial framework and recommend planning strategies. - Investment Policy
During phase two, we analyze your existing investment positions, develop a personalized investment policy in alignment with your overall financial plan, and recommend the appropriate investments to implement that policy. - Strategy Implementation and Performance Monitoring
The third phase is an ongoing process that includes putting your plan into action and monitoring performance to ensure it continues to address your goals and objectives over the long term. We make sure your financial planning and investment strategies are executed properly. We consolidate investment accounts, report on portfolio performance and benchmark results, and rebalance portfolio allocations as needed. At least once each year, we meet with you to update your overall financial planning framework and make any necessary adjustments based on changes in your needs and goals.