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Paul H. Auslander, CFP®

Paul H. Auslander, CFP®

Director of Financial Planning

As Director of Financial Planning at ProVise, Paul leads a team of advisers that consult with high net worth clients on financial and estate planning, management of their investments, tax planning, and business valuations. A seasoned industry veteran, Paul’s financial planning knowledge and vision, cultivated over 30+ years in the business, has enabled him to serve his clients with cutting-edge solutions and made him a leader in his profession and his community. He was an early adopter of utilizing Nobel-prize winning Modern Portfolio Theory for individual investors. Although widely used for institutional clients, few individuals relied on this academically-based approach to investing. He embraced this approach long before the trend was as popular as it is today.
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Paul’s Background 

Paul’s community involvement includes serving on the Board of Directors of the Clearwater Marine Aquarium and the Belleair Country Club.

In 2007, Paul was selected by Florida’s Chief Financial Officer, Alex Sink, to serve on the state’s first Financial Literacy Council for a four year term. The council was created by the Florida Legislature to study and develop resources to solve the financial problems that affect consumers.

In 2008, Paul was elected to the Board of Directors of the Financial Planning Association (FPA), the largest professional membership organization of Certified Financial Planner (CFP®) practitioners. He served as its president in 2012 and the Chairman of the Board in 2013.

Sought after for his views on developments in the field of financial planning, Paul is interviewed regularly on CNBC and Bloomberg and quoted frequently in the Wall Street Journal, Investment News, RIABiz, Barrons, Wealth Management, and ThinkAdvisor. He attended the University of Kentucky and Columbia University and lives in Belleair, Florida, with his wife, Kimberly.

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The ProVise Planning Experience

A financial plan is a roadmap to your financial success. A ProVise financial planner will follow a process that includes the following steps to creating a customized strategy specific to your current financial situation, lifestyle, and future goals.

Planning
1. Understanding Your Personal and Financial Circumstances 2. Identifying and Selecting your goals 3. Analyzing Your Current Course of Action and Potential Alternative Courses of Action 4. Developing the Financial Planning Recommendation(s) 5. Presenting the Financial Planning Recommendation(s) 6. Implementing the Financial Planning Recommendation(s) 7. Monitoring the Progress and Update

1. Understanding Your Personal and Financial Circumstances

Before we can help you reach your goals, we need to understand where you are. We perform a thorough analysis of your current financial situation and upcoming risks before creating a financial plan designed for your increased future success.

2. Identifying and Selecting your goals

Your future financial goals will dictate your current financial choices. We need to understand your goals and then help you prioritize those goals, so we can align your financial strategy with the lifestyle for which you are aiming. We help you balance your goals in a way that is designed to benefit your current lifestyle without neglecting your future financial goals

3. Analyzing Your Current Course of Action and Potential Alternative Courses of Action

It is important for us to first determine what you are currently doing and why. What is your approach to your finances and investments? There is no reason to seek alternatives if what you are doing is working. However, we can only do this in the context of looking at alternatives that may either fine tune what you are doing, or perhaps offer an alternative approach.

4. Developing the Financial Planning Recommendation(s)

Unlike others who just want to sell you something that may not be in your best interest, we do not consider recommendations until we have taken the first three steps of the financial planning process. You do not want a physician to create a treatment plan without a thorough analysis of your current condition and consideration of alternatives. The same is true with your financial health.

5. Presenting the Financial Planning Recommendation(s)

We will provide you with a set of written recommendations sharing our best ideas and thoughts regarding your personal financial situation. For those with a relatively uncomplicated financial life it might be done in a bullet point format, while for others it could be a much longer document. It might even be done with a modular plan focusing on the one aspect that is most concerning to you.

6. Implementing the Financial Planning Recommendation(s)

We help you put the financial planning strategy to work by putting together a checklist of action items for you and us that helps ensure that the plan is implemented in a timely fashion. There is nothing worse than knowing what needs to be done and then not doing it.

7. Monitoring the Progress and Update

Financial planning is not an event that happens one time. It is a continuous process. Life happens and things change. You will not go it alone. We will walk with you through every financial decision, roadblock, obstacle and opportunity to make sure you are staying on track toward your financial goals.

ProVise Planning Experience

Schedule a Complimentary Consultation

Financial planning is not one big thing…it is hundreds of little things™. We will walk with you every step of the way through investments, debt payoffs and everything in between to help you reach the financial goals that matter most to you.

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