Investment Planning & Wealth Management

The first step in creating an investment plan is to work with your financial advisor to understand your current situation and decide what you want to accomplish. As your advisor, I will help identify what is important to you – including your attitude towards investment risk, asset allocation, investment costs, and other issues – to help inform your decisions. I will also enquire about your current investments, how much you plan to invest, your investment time frames, the level of risk you’re comfortable with, and the return you expect from your portfolio.

Together, we will bear in mind that it is unlikely that you will stick to your plan unless it fits your personality and you truly believe in it. For these reasons, we will also only include strategies and time frames that you are comfortable executing.

In this way, we will develop a unique and practical investment plan that delivers both the direction and discipline you need to reach your investment goals. Periodically, we will revisit your plan to ensure that your portfolio remains on track and continues to perform optimally.