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: