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Investment Planning

Investment Planning

When building an investment portfolio, our goal is to share with you new ideas that help you become better educated, organized and capable of building net worth while managing its security.  We engage you as an active participant in the process and discuss the experiences you bring to the table.  We have shared pride in your success and value all your thoughts and opinions.

The number and variety of investment vehicles are ever changing, and numerous factors such as inflation, interest rates, government regulation, tax laws, and economic indicators also affect investment planning decisions.  Fortunately, there are some well-founded investment planning concepts on which the planner can build a logical. although not foolproof, approach to the investment planning phase of the personal financial planning engagement.

We will discuss some fundamental planning concepts and provide guidance for applying them in practice.  We will create a method of developing an asset allocation model and an approach to portfolio mix analysis that can be tied to the investor's risk profile.

There are nine steps to the Investment Planning Process:

  1. Gather data and identify and prioritize specific investment goals, your values, and time horizons.
  2. Assess your risk tolerance, investment preferences, legal and other constraints.
  3. Summarize and analyze your current Investment Portfolio.
  4. We will develop a model portfolio and compare it with your current portfolio.
  5. We will recommend generic and quantitative investment changes to align your portfolio with the model.
  6. We will discuss preliminary recommendations with you to develop final recommendations for your Investment Portfolio.
  7. We will prepare and deliver a written investment plan.
  8. Once approved we will begin implementing the plan.
  9. After the plan has been applied we will continue to monitor and update your plan. 
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