The Living Plan

A good financial plan is one that is customized to your particular needs and objectives. It should be crafted with a personalized mix of products and services designed specifically to meet your goals. This is a great start. But once implemented, your financial plan should not be forgotten, or left to become stagnant. To be successful, your plan should be "living."

By "living," we mean changing. Life brings changes—it brings changes in you, your goals and objectives—the market. For optimum performance, your financial plan must grow and mature to reflect these changes. That's why BB&T Wealth provides living financial plans: plans that are continuously monitored and updated when necessary to accommodate changing circumstances. We think of this an as ongoing cycle.

The Living Plan Cycle:
Never Static, Never Standard

After we set your plan in motion for the first time, we begin a regular consultation process with you. Through these consultations, we capture changes to your total financial picture which may precipitate adjustments to your financial plan.

You and your advocate will also reevaluate your key life issues, such as strategic credit, banking, and investment matters to ensure your financial strategies around each area are still on target.

Based on changes in these areas, your advocate will work with a team of experts to integrate a renewed set of strategies. Your adjusted plan will be set in motion. And the cycle of monitoring and reevaluation continues.

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