Independent Perspective  |  Real-World Solutions


Family Wealth Management

Sample Progress Report

Stay on Track with Family Wealth Management

Our Family Wealth Management representatives pride themselves on taking a personalized, consultative approach as they oversee your total financial picture. Each year you will receive an annual progress report that illustrates exactly where you stand in regard to all of your financial goals.


Annual Progress Reports Include

  • Review of your goals along with a status update – i.e., whether you are on track to achieve each objective
  • Cash-flow modeling to show different financial outcomes based on your current assets, spending scenarios, and conservative assumptions
  • Review and assessment of all investments (including non-Manning & Napier managed assets)
  • Estate plan review and balance sheet
  • Personalized action plan that summarizes the steps necessary to reach your goals
  • Market environment and legislative updates

Download the Sample Report