Financial Plan & Portfolio Analysis Meeting

In the Financial Plan & Portfolio Analysis Meeting, we’ll prepare and present a Financial Plan based on what’s important to you and analyze your current investment portfolio to identify any gaps or opportunities. If we find that the portfolio is well positioned, we’ll share this with you; otherwise, we’ll provide recommendations for moving forward.

After the meeting, you will have time to review your personalized Financial Plan and Portfolio Analysis before our Mutual Commitment Meeting.

Lay a foundation for a comprehensive investment plan. Your plan will focus on Wealth Enhancement, Wealth Preservation, Wealth Transfers and Charitable Giving.
Provide long-term discipline to your investment decision-making, helping to assure that good reasoning prevails over emotion during times of market volatility. A written Investment Plan can help assess where you are, where you want to go and how you can get there.
Allow for periodic reviews of your goals and interests should they change. Your Investment Plan allows us to systematically manage your major financial issues, which increases our ability to help you achieve your financial goals.