Collaboration between accountants, financial planners and attorneys is essential when developing a financial plan as matters can be complex. They could involve coordinating trusts and estates with multiple investment accounts, multiple entities and foreign affairs, all while navigating through complicated family dynamics. Understanding the composition of an effective financial plan, Hayashi Wayland utilizes a financial planning model that integrates tax, trusts and estates, family office and investment services. Our sophisticated program aggregates all the financial aspects of one’s life, then calculates and accounts for a number of varying factors, such as expected growth rates of investment assets, major planned or unplanned life events, the purchase or sale of a business or home, gifting, etc. to forecast cash flow through retirement.
Feel comfortable about retirement
Clear understanding of retirement needs
Financial preparedness for major life events
Identify and mitigate financial risks
Ensure spending aligns with financial goals
Plan management by someone acting in your best interest