Financial planning can be an intricate puzzle, with more than one path or outcome. Experienced in working with families and individuals with unique situations, we have honed a goals-driven personalized approach that we call PORT: Planning for Opportunities, Recommendations and Timing. PORT utilizes a process of putting together all the intricate puzzle pieces of your wealth to create an effective financial plan.
By carefully listening to you, we will focus on your goals and understand your priorities. We will collaborate with you to build an honest risk profile. As part of the comprehensive plan we build for you, we will conduct a SWOT analysis to highlight Strengths and Opportunities, and to expose Weaknesses and Threats in relation to your financial well-being.
With your input and approval, we will construct and execute a discretionary investment strategy, using our set of personalized portfolios. Most importantly, we will carefully monitor ongoing performance of your investments, making prudent modifications as needed, to react to market conditions and/or changing circumstances in your life.