Goal Planning is the process of taking steps to achieve your desired outcome. Whatever your goals may be, this process of detailing the needed steps to get there will be of value. Investing should be mindful of a client’s objectives and goals. We can’t get “there” if we don’t know where we are or where we are heading! We work with each client to help determine where they are financially and where they want to go.
Just as your goals are established up front, we also work with our clients to identify major life events or changes that may impact their goals and adjust accordingly. Unlike larger firms or brokerage houses, we pride ourselves on getting to know our clients on a personnel level. This allows us to better plan for knowns or unknowns which might have otherwise been overlooked. Just as important, we will be in a better position to guide our clients through selecting a stock market risk level which they are most comfortable with.