Practicing financial planning for many years
At our core, we are a group of dedicated professionals who have been practicing comprehensive financial planning for many years. We believe our advisors’ abilities to bring cutting edge financial solutions from across multiple planning disciplines (legal, accounting, tax, investment, etc.) combined with their ability to listen to client’s objectives sets us apart from other advisors. Our advisors look at a client’s situation in its entirety and build upon the planning that’s already been put in place.
The basic principles that this firm was founded upon: trust, long-term relationships, professionalism, and financial transparency are as important today as they were when we started in 1974, if not more so. Many of our clients have been with us for decades and we look forward to showing you why.
$2B
Total assets under management
1974
Providing exceptional service since
Team
Collaborating with excellence
Our Principles
Regardless of what type of work we are performing for our clients, there are certain principles that dictate how our advisors operate as a firm. The following are some of the core beliefs that shape our practice.
By serving the needs of the client first all else will fall into place (The Golden Rule).
Financial transparency is paramount for a successful long term relationship.
Our clients, partners and staff deserve a professional organization.
The staff is empowered to address and resolve any problems and concerns immediately.
We have a significant responsibility to our clients. We value their trust.
Careful communication is crucial to maintaining a healthy, long term relationship.
Christopher R. Connolly
PrincipalWe are committed to supporting, educating, and providing informed direction for our clients, every day.
Our Process
Our services are varied and reflect the changing economic environment.
Effective consulting requires a commitment of time and talent combined with a candid exchange of information and opinion. It requires trust. We believe trust is earned, not given. Therefore, we follow a process that allows our clients to measure our capabilities and judge our performance before they engage our services.
Assessment
Our advisors engage in an assessment process that gathers information about objectives, assets, liabilities, the business, investments, taxation, contracts, agreements and other pertinent data.
The advisors at Capital Analysts of New England, Inc. deliver a written executive briefing which contains an analysis of the information and recommends a scope of work.
Engagement
The assessment document provides the owner with the information from which to compare the cost of our services to the benefits and to make an informed decision about working with us further.
Our advisors’ proposed fees are based on the complexity of the client’s situation or holdings, and the objectives to be achieved. At this time the client decides to engage our services.
Strategy Devlopment
In formulating appropriate means of helping to achieve the client’s objectives, the advisors at Capital Analysts of New England, Inc. work with the client’s lawyer, accountant and other advisors. In addition to creativity, existing advisors bring background information and continuity to the planning effort.
Our advisors use financial modeling to develop and evaluate case design alternatives. They meet with the client regularly to discuss alternatives, explain options and refine the understanding of priorities.
Implementation
The advisors at Capital Analysts of New England, Inc. do more than just give advice. They make sure the client’s decisions are implemented. They work as a project manager with all parties to coordinate implementation. This might include working with any combination of professionals, such as accountants, lawyers, securities brokerage firms, insurance companies, and banks.
Their assistance with the implementation of the decisions is one of the most helpful and timesaving aspects of the services.
Monitoring
The advisors at Capital Analysts of New England, Inc. provide clients with periodic status reports, which summarize actions implemented to date and those yet to be accomplished. These reports identify issues that remain to be addressed and provide alternative solutions for each.
Capital Analysts of New England encourages clients to think about the future. By working together, we seek to develop a sound financial strategy that helps provide family security and business continuity for successful people and those they love.
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