Reach your goals, one step at a time
Our process begins with a series of “big questions” to help us understand precisely what matters to you — and clarify what could get in the way of you achieving your goals. We want to know where you and your family want to be five months from now, five years from now, and three decades hence. Only then can we build a plan to help you get there.
Once we understand where you’re going, we’ll put together a plan to help you avoid the potential obstacles in your path. We’ll consider your retirement goals, your cash flow needs, your tax situation, and even your health: we factor in as much as possible so your chances of success are as high as possible.
We’ll then come back to you with a proposal that clearly articulates how we recommend putting your wealth to work. We’ll clarify return targets for each portion of your portfolio, provide details on liquidity and tax implications, help you understand what risks you face and how to mitigate them, offer explanations of anything you’re not clear on, and provide full transparency on fees. Your proposal will show you what you can expect to receive from your portfolio (in terms of performance) in a good market, an average market, and a worst case scenario.
When you partner with us, you will know where the “floor” is for your portfolio, regardless of market movement, and we can adjust it as you see fit. (For the record, our proposals are on the conservative side. We prefer to do the heavy lifting upfront and then raise the bottom-line expectation as required). Our goal is to grow your wealth - we like to compound it positively and meaningfully.