AT A GLANCE

CHALLENGES

Lack of routine financial guidance and interpretation

Difficulty understanding overall financial position, including net worth

Incomplete or inconsistent asset tracking

Missed opportunities to strengthen financial clarity and control

BENEFITS

Monthly reviews brings ongoing clarity and completeness to financials

Full asset capture ensures accurate net worth reporting

Clear, confident understanding of overall financial standing

Stronger financial control supports smarter, more timely decisions

Objectives

The client sought a more hands-on approach to financial oversight that would:

• Ensure all assets were captured and updated regularly
• Build a clear understanding of total financial standing, including net worth
• Create a space for regular financial discussion to support planning and decision-making

Solutions

To meet these needs, Plumb implemented a proactive monthly reporting cadence designed to provide clarity, accuracy, and confidence:

• Monthly Financial Reviews: Recurring meetings to walk through financial statements, ensure accuracy, and explain results in plain language.
• Net Worth Calculations: Ongoing tracking of assets and liabilities to determine monthly net worth and trends.
• Asset Verification & Updates: Identifying newly acquired or overlooked assets and ensuring comprehensive financial capture.
• Financial Education & Strategy Support: Helping the client understand implications, spot opportunities, and feel empowered in every review.

OUTCOMES

• Stronger Financial Confidence: Client now fully understands their financial position and how it evolves overtime.
• Accurate Net Worth Tracking: All assets and liabilities are captured consistently, creating a reliable picture of wealth.
• Proactive Financial Oversight: Monthly reviews catch discrepancies early and support smarter planning.
• Empowered Decision-Making: Financial insights become a tool for strategy and source of strength, not stress, for the client and their family.