My Approach
The topics covered over the first 2 years of our relationship include:
- Identify & Quantify Financial Goals
- Ascertain Current Financial Situation
- Review Risk Tolerance & Time Horizons
- Discuss Balance & Diversification
- Create a Comprehensive Financial Blueprint
- Build a Multi-Asset, Multi-Style, Multi-Manager Investment Portfolio
- Discuss Retirement Planning
- Talk about Risk Management
- Confer about Tax Strategies
- Speak regarding Debt Minimization
- Discuss Estate Planning
- Consult regarding Wills & P.O.A.’s
- Explore Educational Needs
- Chat about Charitable Giving
- Discuss Special Needs
A quarterly review of your situation and changes in the world is recommended.