Our 5 Step Process
During our discovery process, we focus on what is most important to you, both financially and personally. Together, we will define what financial success means to you and translate this into prioritized goals.
For us to thoroughly understand your situation, we will take a comprehensive inventory of your current financial position. We also analyze the effectiveness, composition, and expenses of your existing situation. By reviewing specific items for action, we can make sure that your goals and financial situation are aligned.
Based on the analysis, we will develop a long-term wealth plan to get you from today to where you want to be. Throughout this process, we will address any items that need clarification and adjust based on new or 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 the non-investment action items we’ve identified. You will receive an Investment Policy Statement which documents our findings and agreement, assigning responsibly and accountability.
The discovery process is part of our ongoing meetings to ensure that your plan reflects your goals. We will monitor your plan closely and provide you with clear and concise reporting. Through periodic portfolio rebalancing, we will make sure your investments maintain its target allocation, helping control your level of risk and minimize 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.