Evidence-Based Financial Planning®
When the power of the Financial Planning process is combined with a rigorous and disciplined approach to investment management, we call it wealth management. Our Wealth Management services are offered as an integrated service for a single fee.
The Financial Planning process helps us identify your goals and resources and then establish steps to harness those resources in pursuit of your Live Big® goals. Your financial plan will 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. The initial financial plan is developed for you during the first year of the engagement. Thereafter, the financial plan is reviewed on a regular basis to help ensure that you stay on track through changes in the landscape and in your circumstances.
Asset Management is the process of making the most of your wealth in pursuit of your financial planning goals. Our approach to managing investment portfolios is predicated upon certain fundamental assumptions with regard to the factors that most influence investment success. Those factors include the following:
- Asset Allocation
- Value Criteria
- Size Criteria
- Fees and Expenses
We develop an Investment Policy and a disciplined plan for investing your assets and for monitoring and reviewing them on an ongoing basis. See Investment Philosophy.