The investment strategy we recommend varies from client to client, depending on your unique situation, needs, and goals.
As CERTIFIED FINANCIAL PLANNING™ professionals, we have a strongly rooted process for creating investment recommendations.
First, we first take time to get to know you as both an individual and as an investor. Next, we help you determine and articulate your big-picture financial goals and objectives. Then we begin crunching the numbers, attaching dollar amounts and target dates to your goals.
Using your current assets and expected future savings, we create a plan for you. Before going any further, we discuss with you how all of those different pieces fit together to achieve your goals to make sure we all agree.
Once we’ve come up with an agreeable plan, we put the pieces in motion. We constantly monitor your investments and hold regular reviews with you to make sure that your investments remain appropriate throughout changing market conditions and your evolving personal needs.