Linking Your Values to a Personal Financial Strategy
Our objective is to link each client's values with tangible goals which they define. Each client's financial goals will drive the strategy we implement. We monitor the process as it evolves from the initial defining of goals, through the action steps required, to the realization of those goals. We help our clients achieve financial goals based on personal values, so that they are free to devote energy and resources to other areas of interest in their lives.
Even the most intelligent and serious-minded investor may become confused by the barrage of available information and frustrated by market-driven forces outside their control. This may lead to undisciplined investing and a series of poor choices, which discourage a systematic approach to goal-oriented investing. Our approach is to pursue clarity in the definition of core values, which makes tangible goal decisions easy. We work side-by-side with our clients as they create a personal Strategy.
Client Deliverables
- Help you complete and define your value-driven financial goals and related investment strategy.
- Meet with you to review action steps for implementing your overall financial strategy.
- Conduct periodic follow-up consultations to monitor your implementation success.
- Manage your investment assets in keeping with your overall financial strategy.
- Prepare quarterly investment activity reports for your investment portfolios.
- Evaluate your current estate plan and consult on potential enhancement opportunities.
- Provide your tax professional current financial information to facilitate periodic tax projections and annual return preparation.
- Consult with other professional specialists on your behalf to insure specific action steps are implemented in a timely and thorough manner.
Ideal Client Profile
- Places a high value on simplifying their life by delegating financial implementation matters to a trustworthy team of professionals.
- Understands and values a trusted relationship with a competent financial advisor.
- Understands that implementing a personal financial strategy is about achieving quality of life.
- Is committed to establishing tangible financial goals and implementing a strategic plan to achieve them.
- Private Wealth Management Client: Individual or a family with $1,500,000 or more of investable assets.
- Private Wealth Builder Client: An entrepreneur, executive or professional with current investable assets of $500,000 or more who is committed to making significant additional contributions to an investment program in order to realize their long-term goals, thus becoming a "Private Wealth Management" client.
