We developed Financial Investing for Life and Legacy to help you FILL your lives with more than just money. Our goal is to craft a plan that provides stability so you can feel confident about your financial plan, even in challenging markets.
1. Look at your resources for the long term (where Appreciation is key), the mid-term (where the focus is Balance), and the near term (where the goal is Conservation).
2. Review your current allocation in light of these three needs (Appreciation, Balance and Conservation) and make recommendations regarding how to maximize your investment in each area to achieve your goals.
3. Place your goals and assets into each of these categories, or "allocation buckets," and then select the appropriate investment vehicles to accomplish your plan.
4. Set benchmarks against your own goals, not against the market.
We believe working together as a team brings the best result. There is less room for overlap and coverage gaps when everyone is on the same page. For that reason, we partner, not only with you, but with your attorney, accountant, and even other family members or business associates to make sure we are all aligned with your best interest in mind.