This post is a brief primer on Playbooks, our unique approach to systematically delivering comprehensive analyses and recommendations for our clients.
Given my engineering and technology background, we build most of our services and strategies on a modular basis via individual Systematic Optimizations. This allows us to become experts at optimizing the individual components of a client’s investment and financial strategy through a continuously evolving, methodical process. Our library of Systematic Optimizations grows alongside our firm over time so our clients will be able to experience compounding improvements to their financial lives with each year they work with us.
A Playbook is a structured way to navigate and prioritize these optimizations based on a client’s goals or needs. Each Playbook is a curation of these individual optimization aligned to a specific theme (i.e. Portfolio Tax and Fee Efficiency Optimization) or to a particular client’s needs based on their customized financial plan.
Here’s an example of a thematic Playbook:
529 Plan Optimization Playbook
These Playbooks, and the individual optimizations within each, are shared openly and transparently with our clients so they are always aware of what analyses we are doing, how we’ve arrived at our recommendations, and the impact we are having on their financial journey. The Playbooks also provide a clear prioritization for next steps for our advisors and their clients between meetings and help us track the cumulative improvements and optimizations we have made together.
All Playbooks are available to our financial planning clients as part of their ongoing deep dives or can be purchased as a standalone, flat-fee project. Email us if you’d like to discuss anything in more detail or learn more about our Playbook-based approach to delivering continuously improving financial outcomes.
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Disclosures:
This content is for educational purposes only and is not an investment recommendation. Employees and clients of Kangpan & Co. may hold positions in securities discussed in this post. Speak with a licensed financial advisor before making any changes to your investments. Past performance is no guarantee of future returns. Investing involves risk including the loss of capital.
Kangpan & Co. 