Your personal financial plan will help to establish financial priorities and goals, monitor net worth and investments, and understand your spending patterns
Your plan may address areas of your financial life which could include: family, property, investments, business interests, insurance, liabilities, income, expenses, savings, buy/sell transactions, trusts and partnerships, wills and gifting
Create “what if” scenarios and how different scenarios affect your financial plan such as buy/sell your home or retire five years earlier
Asset Allocation Plan, Investment Selection, and Implementation
We provide an appropriate asset allocation plan to properly position your portfolio based on your investment goals and risk tolerance
We analyze managers based on returns, risk, investment philosophies, and processes to choose appropriate managers for each asset class within your allocation
We execute the purchases of your portfolio on your behalf
Monitoring and Rebalancing
An investment management program does not end with the selection of the investment managers. You must have a means of measuring your results versus your objectives and relative benchmarks
We will regularly review the manager’s progress toward meeting your investment objectives
Your portfolio’s asset allocation may be rebalanced annually as well as gain and loss tax harvesting for tax sensitivity
Reporting and Support
We provide clear, concise performance reporting and monitor how that fits into your overall financial plan
You will receive daily access to accounts and your personalized financial plan, monthly statements, quarterly performance reporting, and annual review of investment performance, stated goals, and progress of financial plan
