The McManus Popp Pathway to Success
Picture yourself standing in the middle of a forest. All that you can see is an endless number of trees, with paths leading in every direction. Which path do you take?
You know that somewhere this forest will end, but how do you know which direction to go and how far to walk? What happens if you injure yourself along the way?
Similar to the ill-prepared hiker, planning for your future can be equally daunting.
At McManus Popp Wealth Management, our goal is to be your guide and to help you negotiate the winding paths of life. To keep you on that path we use a number of trail markers to make sure you are heading in the right direction. For example, we will start by having a meeting to help us understand what paths you have been down before and more importantly, what the ideal path looks like for you and your family.
After completing our initial meeting, we get to work, compiling, analyzing and stress-testing the paths you identified as mattering most. Once complete, we meet again to review and discuss our findings. With your approval we then implement the proposed strategies and establish an investment model suitable for your goals and time horizon.
McManus Popp Wealth Management
To ensure that you remain on the right path, we will meet periodically to review and discuss any meaningful life changes which could alter the direction you should be headed in, potentially impacting the success of your plan.
Contact us to learn how our knowledgeable team of professionals, backed by the resources of RBC Wealth Management, can help you grow more than wealth.
