Financial Planning Process
Step 1: Process starts with a comprehensive understanding of your goals and objectives. What is important to you, and when would you like these important goals be achieved? In addition to determining your goals, we need to determine your comfort with risk and volatility.
We will create an Investment Policy statement
, and a written financial plan to outline how your goals will be achieved.
the plan, while maintaining an important focus on tax consequences and estate planning
the process. Our commitment to maintaining the target asset allocation by periodic