Financial Planning

“The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go.”

Benjamin Graham

Where Do You Want To Go?

Financial freedom means something different to every single one of our clients. For some, it means having enough money in retirement to build a second home and send the grandchildren to college. For others, it might mean balancing a busy career, a growing family, and worrying less about whether or not their financial life is on track. Regardless of where you want to go, your team at Barry Investment Advisors is here to support you and your family at every step of the journey.

A Guide For Your Journey

You and your family face a huge number of competing demands for resources, and our financial planning and modeling tools can help balance and simplify these needs. Using sophisticated “what-if” analysis, our team can show you the exact impact on your financial trajectory of sending a child to college, traveling a bit more each year, or starting to give to your favorite charities. This process allows you to enjoy life, always knowing that your financial health and freedom are cared for. When needed, we collaborate with your tax professional or attorney, providing a truly holistic approach which addresses every facet of your financial life.

Clarity For The Entire Process

A significant part of the financial planning process is organization.  As a client of Barry, you are provided access to an online wealth management system which serves as a central location for your entire financial life. By linking your investment accounts and liabilities into this platform, you can see how your financial plan is progressing every time you login. On top of tracking progress, this platform provides a secure vault for every document that makes up your financial life: account logins, legal documents, and contractual agreements.

Are you interested in how these services can help you and your family? Listen to a recent edition of the Barry Broadcast, where we discuss how our financial planning team has helped people reach their financial goals through customized financial planning.  

Listen To The Podcast

Holistic Financial Planning

While we pride ourselves on providing truly customized financial planning solutions, our process can be boiled down into six main components. Here is the process you can expect when you become a valued client.

Establish a trusting relationship

Step one is getting to know one another. We want to be certain that your unique financial needs and our advisory services are the right fit.

Identify your financial goals

Next, we develop an understanding of where you'd like to go financially. We want to understand your short-term, mid-term, and long-term financial goals.

Evaluate your current financial situation

How is your financial health? Before we can start the planning process, we need to understand your personal balance sheet of assets and liabilities.

Create an action plan

Now, we connect the dots. We develop a plan of action which puts your financial goals within reach, considering where you stand today.

Implement financial strategies

With a plan in place, we get to work executing your strategy using best-in-class investment funds and modern investment mindsets.

Review and revise your financial plan

Implementation isn't the end of the road. Once your plan is underway, our team updates you on progress and remains on the lookout for ways to enhance your financial health.