Investment Planning

An investment is any asset or item acquired with the goal of generating income or appreciation. In the “developing” step of the financial planning process, we take the information gathered from the client to consider specific assets in order to create a portfolio model for investing.

Each client has unique needs and objectives, and we will custom-tailor a plan and portfolio specifically designed for you. Whether you are withdrawing from your investments or in the process of accumulating assets, our investment planning takes the emotion out of the process.

We create an Investment Policy Statement for each client to outline the objectives by which we manage a client’s account. The purpose of the IPS is to create a measurable means of determining how and why we invest in a specific way. An IPS allows us and the client to refer back and review how we are progressing toward his or her goal.