GOALS | PLAN | PORTFOLIO
Your Goals Determine Your Plan
Your Plan Determines Your Portfolio
We’re much more interested in getting to know you than your wealth alone. As we clearly identify your goals and the time horizon for their accomplishment, we’ll establish who and what you are planning for.
We will continue by analyzing your current path as we formulate a game plan to lay out a clear strategy to accomplish your goals.
Once you’re comfortable with your strategized recommendations, we will ensure that your game plan is implemented timely and properly.
Over time, we will regularly monitor and assess your progress in terms of meeting your goals. We’ll ask that you answer a few Client Review Questions in order to re-evaluate your goals related to:
- Buying or Selling a Business
- Career Change
Our Financial Planning Process In Action
How Do I Know If I’m a Good Fit?
We deliver the greatest value when we focus on complex situations that require our expertise. Our typical clients are:
- People who want to delegate all retirement planning and investment management to a specialist so they can spend time on things that matter most to them.
- Small Business Owners
- Diligent savers who have accumulated investment and retirement assets at least $250,000+ or high earners with a household salary of $150,000+.
Still Have Questions? Keep Reading...
HOW DOES KNOW MY PLAN MAKE MONEY?
We are a hybrid Registered Investment Advisor meaning we collect advisory fees, but also offer commission-based option. We believe it is imperative to keep all options available to best help our clients.
Before the implementation of your plan, we will have a clear conversation on cost.
We never want to lose a client because they are not aware of the cost & fees associated with the implementation of all strategies.
Scheduling your first call with us will help you make an educated and informed decision about working with our firm and others you may be considering.
WHY SHOULD I CONSIDER HIRING KNOW MY PLAN?
Great question! But first, let us explain why you shouldn’t hire us.
If you’re looking for an advisor who will actively try to “beat the market,” you’re in the wrong place. Why? Because we only focus on what you can control. Predicting if the stock market will go up or down, or guessing what interest rates will do next, are not things you can control.
But if you are interested in things like seeking to lower your tax bill, investing smarter, and creating a retirement income plan, you are in the right place.