YeBu Services

Planning Services

The financial Planning process helps us identify your goals and resources and then establish steps to harness those resources in pursuit of your goals. Your financial plan will generally cover cash flow and tax planning, risk management, retirement and other goal planning, investment planning, and estate planning. It will do so in a big-picture, holistic way.

Our Investment Philosophy

Successful investing comes from knowing why you want to invest, accepting that there are no shortcuts, and engaging in a long-term, disciplined process that is guided by empirically-validated knowledge. This is our definition of “grounded wisdom” and this is what we offer.

Our Investment Approach

Our approach to developing and managing investment portfolios is predicated on certain fundamental assumptions with regard to the factors that most influence investment success; among these factors are asset allocation, value criteria, size criteria, fees and expenses.

Recommended Reading

View a list of books, articles and papers that will help to explain the challenges our economy faces and wisdom to help guide us.

“Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure. It is our light, not our darkness that most frightens us. We ask ourselves, Who am I to be brilliant, gorgeous, talented, fabulous? Actually, who are you not to be? Your playing small does not serve the world. There is nothing enlightened about shrinking so that others won't feel insecure around you. We are all meant to shine. And as we let our own light shine, we unconsciously give others permission to do the same. As we are liberated from our own fear, our presence automatically liberates others.” ~Marianne Williamson