Planning Process
Embark on your journey to achieve true wealth with our structured approach. We take the time to understand your aspirations, objectives, and personal circumstances. Leveraging our Dynamic Process, we craft a personalized financial roadmap that evolves alongside your life’s progression, ensuring your goals remain within reach at every stage.
Introduction
Preliminary Personal Data Questionnaire PPDQ Meeting
Fact Find Meeting
Plan Proposal
Implementation
Introduction
Preliminary Personal Data Questionnaire PPDQ Meeting
Fact Find Meeting
Plan Proposal
Implementation
Investment Management Process
Investment Process
When it comes to our investment philosophy, we don’t try to guess the next big trend. Instead, we follow a straightforward, disciplined approach based on research. We avoid speculation and focus on making decisions that have a strong foundation in evidence. Markets can be unpredictable, and we understand the importance of staying steady, especially during volatile times.
One main aspect of our approach is recognizing the impact of investor behavior on long-term returns. It’s essential to remain consistent in investment decisions, especially during uncertain market periods. By guiding our clients, we aim to prevent impulsive decisions that can impact long-term financial health.
We regularly review the funds we recommend to our clients, taking into account their performance, fees, and any associated risks. Our team stays updated with weekly discussions on current news and research. Every quarter, we take a step back to evaluate our overall investment processes, making sure we’re aligned with current best practices.
Our goal isn’t to follow every market trend, but to build portfolios that are robust and durable. Like in our planning services, we aim to provide steady guidance throughout your investment journey. Our approach emphasizes stable decision-making over chasing short-term gains.
Fees
Our investment management fees are based on a tiered percentage of your Assets Under Management (AUM). Your fees depend on the total assets we’re managing for you – which we find is clear and fair for all our clients.
Securities are offered through LPL Financial, a registered investment advisor.