Investment Planning

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would that 2-hours we have best be spent visiting a friend or taking care of needs around the house? We do some longer-term planning too: Does it pay to invest the effort studying for a degree in Arts, or would we get a better return studying to pass the Bar exam?

So, why don’t we invest the time planning our investments?

Why Investment Planning is Important

It’s been said: What you sow, so shall you reap! When it comes to enjoying the fruits of your investment, truer words were never spoken. Even if you don’t have thousands of dollars to invest, simply taking the time deciding where to “park” the money until you need it can be a rewarding investment planning exercise.

How your money grows, what you pay for that growth, and the ease and comfort with which you “journey” towards reaping the rewards of your investments, are all important aspects of a good investment plan. In the absence of such a plan, your financial future could be in jeopardy!

What We Can Do for You

Our Investment Planning service is based on these simple ideas: Market timing doesn’t work. Creating and preserving wealth utilizes diversification. Focus on the long-term, and don’t let short-term diversions distract you. Investing is about more than just making money – it’s also about helping you strive to achieve your financial goals!

Here’s a preview of what our Investment Planning service cover:

• Understanding your financial goals: Through the “Getting to Know You” process, we’ll understand what your financial goals are, and we’ll help you prioritize some of the most pressing short, medium and long-term financial objectives you’d like to accomplish.
• Proposing an investment strategy: With that information in hand, we can draw-up personalized investment strategies that will help you work toward your financial objectives. This may be accomplished by building upon your existing portfolio, or proposing a set of cost-effective, tax-efficient, age-appropriate, risk-averse investments that are aligned with your personal financial goals.