Financial Planning - Investment Management

The TrueHolistic™ Planning Process

Client First™ is committed to our TrueHolistic™ planning process, strategically aligning a client’s financial, insurance, tax and legal goals and objectives through a well-coordinated TrueHolistic™ plan with the appropriately licensed experts. Client First™ has Certified Financial Planners to strategically plan and coordinate all of your financial efforts.

The Bucket Planning Process™

Enter the Bucket Plan ™ a 3 bucket approach to structure your assets to provide reliable income throughout their life and retirement. This includes “Now,” “Soon,” and “Later” buckets. It’s based on your individual time horizon, volatility tolerance, and income needs.

The Adaptiv Investment Management System™ (AIM System)

In coordination with the Bucket Plan ™ and Holistic Planning ™ is the Adaptiv Investment Management System ™ a money management approach for identifying market leadership, risks, price, and designed to consistently participate in themes of strength. Focus On The Signal. Avoid The Noise.™

Learn More About The Adaptiv™ System

WANT TO SEE YOUR ENTIRE FINANCIAL PICTURE WORK TOGETHER?

Let's work together! When you work with Client First as your independent fiduciary advisor, you'll see your entire financial picture in one place with one team.