Financial Planning: A Three-Step Process

At Trust Company of Illinois, financial planning is the foundation of our integrated, comprehensive approach to wealth management. Our clients benefit from dealing with an experienced team of professionals committed to proactive, top-flight service.

Step One

LISTENING AND GATHERING INFORMATION
The first step is for us to get together and learn about your goals and objectives.
We do this by collecting information pertinent to five core planning topics:
Insurance > Investments > Taxation > Estate planning > Retirement

Step Two

DEVELOPING A FINANCIAL PLAN
Once discussions and analysis are complete regarding your goals and objectives,
we develop a customized financial plan.

Step Three

ONGOING REVIEW AND GOAL TRACKING
Financial planning is a dynamic process. Your Relationship Manager will continue to revisit and revise plan elements as needed. We also utilize a goal tracking report that clearly lists client goals along with action items either completed or in progress.