Once we all feel like we’ve got a clearer picture of where you are, we put together a proposed plan that covers each area of need. The plan is designed to be sophisticated enough to accomplish the tasks, but not so complicated that your eyes just glaze over and throw the report in the bottom of a drawer or use it as a door stop. We also coordinate our work with that of your other advisors like your accountant and attorney so that we can all be on the same page.
We execute the initial plan. On the investment side we place special emphasis on current and growing income. We also do everything we can to reduce the volatility of the portfolio (no one can eliminate volatility completely) so that you are more likely to stay with the strategy when things aren’t going well. We also make modifications along the way to adjust for market changes or differences in your circumstances.
