Investment Planning

While Financial Planning is the road map for your entire financial journey – where you are, where you want to go, and the best route to get there- think of Investment Planning as one of the vehicles that helps you move towards your destination.

Why Investment Planning is Important

Similarly to choosing a different vehicle for your different stages of life, so should your investment planning change as you do! Good investment planning means varying your asset choices based on time horizons, liquidity needs, risk tolerance, and other such considerations – because choosing the right vehicle can help ensure you wind up where you want to go!

How We Can Help

Our Investment Planning service is based on these simple facts: 1) Market timing doesn’t work, 2) creating and preserving wealth requires diversification, and 3) your focus should be on the long term. 

Here’s a preview of what our Investment Planning service covers:

  • Understanding your financial goals: Through our intense yet structured “Discovery Phase” process, we’ll learn what your financial goals are, and we’ll help you prioritize some of the most pressing short, medium, and long-term financial objectives you’d like to accomplish.
  • Analyze a point-in-time snapshot: The next step is to analyze where you are today in terms of your savings and current investment portfolio, which we do through a combination of top-of-the-line risk assessment and financial planning software programs and our own years of experience.
  • Proposing an investment strategy: With that information in hand, we can draw up comprehensive personalized investment strategies that will help you reach your financial objectives. This may be accomplished by building upon your existing portfolio, or proposing a set of cost-effective, tax-efficient, age-appropriate, risk-averse investments that are aligned with your personal financial goals.
  • Implementing the plan: Our Investment Planning approach is dynamic and constantly evolves with your changing circumstances. We’ll guide and advise you on investment plan transitions as you go through life and lifestyle changes.
  • Monitoring and counseling: We’ll monitor and review your investments, plans, and strategies in light of changing investment climates. Ours is an ongoing partnership - we’ll keep you informed about proposed changes and potential risks or opportunities for your investments.