Analysis and Reporting

Through the use of our very comprehensive yet easy to read coordinated spreadsheets we make it easy for you to understand where you are. Our clients tell us how much they value our summary of holdings. By controlling the exposure within the different traditional and alternative asset alternative asset classes some of our clients lower volatility with more consistent returns over the long run.

Turning comprehensive retirement planning into a simple format is provided to our clients with our retirement planning spreadsheet. By summarizing our client’s assets, organizing saving and income goals and reviewing taxation on one spreadsheet you get the full picture of your planning. A few changes now can make your long-term goals become a reality.

A unique and time-tested process

The Consenheim Group’s unique, time-tested wealth management process rests on keeping it simple – asking questions and getting answers – ensuring a dynamic environment where continually and consistently explore, deconstruct, rebuilt and re-evaluate your situation and needs.

Gaining a mutual understanding, however, takes effort. That’s why we work together with you to create a strong, personal relationship that focuses on long-term results. We do this in four key ways:

Exploring who you are.

Discovering and understanding what you truly want and need and how our capabilities and expertise fit into your wealth management planning.

Deconstructing your current circumstances.

Leaving no stone unturned to relentlessly understand your situation.

Rebuilding your wealth management plan.

Creating for you a straightforward and substantiated action plan.

Re-evaluating everything.

Our systemized service plan ensures our wealth management process constantly allows for growth and change.