Financial Planning

Planning Process

At Baldwin, Financial Planning is a 5 step process:

  1. Identify your core values. What is really important to you?
  2. Define and prioritize your goals.
  3. Fully analyze your current financial reality.
  4. Create a roadmap for the future.
  5. Jointly prepare a plan of action.

Steps 1 through 4 are “hard”.  Step 5 is “really hard”.


Baldwin Management’s mission is to make this process as rewarding as it can be.

Comprehensive financial planning designed to evaluate all of a client’s financial arrangements

  • Individual planning modules focusing on one or more of the following:
    • Retirement planning
    • Education Planning
    • Insurance Review
    • Estate Tax Analysis
    • Cash Flow and Income Tax Analysis
    • Stock Option Analysis
    • Charitable Planning