Get Financial Planning Advice

You need a plan. Let's make it a good one.

Financial planning is about making the most of your assets so you can achieve your financial goals. With increasingly complex tax laws, numerous investment options and the speed with which life changes, planning has become more important than ever to help preserve, grow and transfer your wealth.

That's where we come in.

Our role is to help you develop flexible planning solutions that are tailored to your goals. We give you specific recommendations and we take into consideration the other strategies you may already have in place. We work closely with you and your other advisors to help you implement, coordinate and monitor each of the recommended strategies. To us, it's about establishing financial planning strategies that are right for you – strategies that meet each of your goals and have the flexibility to adjust to your changing needs.

What do you want to do?

  • Retire at a specific age and lifestyle
  • Pay for children's college education
  • Ensure investment portfolio is aligned with risk profile
  • Maximize the value of your gifts to heirs

Our team's 6-step planning process will:

  1. Establish & Define: Explain and document the scope of your planning services
  2. Gather Data: Understand your financial goals and gather data
  3. Analyze: Examine your financial status and evaluate strategy options
  4. Develop Plan: Create and present specific recommendations to you
  5. Implement: Help put our recommendations into action for you, as needed1
  6. Monitor: Review your strategies regularly to assess impact of life events

Get Started

To start a conversation about our approach to financial planning and advice, please contact us, or call (800) 773-7100 Monday through Friday 8:00 a.m. – 5:00 p.m. (PT).

  1. In a financial planning capacity, City National does not offer advice on particular investments. If you would like information on specific investment services or products, our planners can refer you to a City National Advisor.

City National, as a matter of policy, does not give tax, accounting, regulatory or legal advice. The effectiveness of the strategies presented in this document will depend on the unique characteristics of your situation and on a number of complex factors. Rules in the areas of law, tax and accounting are subject to change and open to varying interpretations. The strategies presented in this document were not intended to be used, and cannot be used for the purpose of avoiding any tax penalties that may be imposed. The strategies were not written to support the promotion or marketing to another person any transaction or matter addressed. Before implementation, you should consult with your other advisors on the tax, accounting and legal implications of the proposed strategies based on your particular circumstances.