Our 5 Step Process
One of the most important components of any successful advisory relationships truly understands who you are as a person. With our discovery process, we focus on what is most important to you, both financially and personally. Together, we will define your definition of financial success and work with you to translate this into prioritized goals.
In order for us to thoroughly understand you situation, we will take a comprehensive inventory of your current financial position, including strengths as well as any gaps or improvements. We also analyze the effectiveness, composition and expenses of your existing profile. By analyzing specific items for action, we can make sure that your goals and financial situation are aligned.
Based on the analysis, we can develop a long-term wealth plan focused on getting you from where you are today and where you want to be in the future. Through this process, we will address any items that need clarification and make alterations based on any additional information.
The next step is the implementation of your plan. In addition to creating your investment portfolio, we also work with a team of financial professionals to address all the non-investment action items we’ve identified. You will receive an Investment Policy Statement, which documents what we have agreed to and assigns responsibly and accountability.
Your plan is never static. That is why we will make the discovery process part of our ongoing meetings so that your plan is always reflects your life. We will monitor your plan closely and provide you with clear and concise reporting. In addition, as financial markets rise and fall, your portfolio’s exposure to stocks, bonds, cash and other investments will tend to fluctuate as well. Through periodic rebalancing, we will make sure your portfolio maintains its target allocation which helps control the level of risk in your portfolio and minimizes emotional decision making.
Three Ways Asset Class Investing can work for you and your family:
1. It focuses your investment portfolio on meeting your life goals.
The approach is designed to help you manage toward your most important goals rather than to short-term market trends.
2. It is based on science and academic research.
It combines the latest discoveries in economics and investing with close to 90 years of market data and insights, as well as in-depth studies of investor psychology and behavior.
3. It is a disciplined and structured approach.
It helps protect you against the common behavioral mistakes that can compromise your long-term financial goals.
This video details an advisory process designed to uncover what is most important to you, in order to put together the best possible long-term plan.
Design, Build, Protect
If you’re interested in learning more about how we work with clients and the services we provide, download our brochure.