Financial Planning Foundation
We follow a disciplined four-step process to keep you on-track to achieving your goals. This keeps us all focused on what's important helping you live life the way you want. This approach is the key to how our team manages relationships and our clients' wealth.
Four-step process:
Investor Profile & Education In-depth discussion of financial situation, time frame, risk tolerance, goals, and expectations
Asset Allocation Selection of appropriate distribution of assets based upon your investor profile.
Investment Selection & Management Selection and implementation of specific investments to coordinate with your asset allocation strategy.
Quarterly Portfolio Review Performance vs. Indices. Performance vs. Stated Goals. Risk adjusted returns.
