Investment Planning

We assist you with answering the following questions:

  • What rate of return do you need to meet your goals?
  • Are your current investments achieving that return?
  • Do you need to take risk with your investments?
  • Do you want a higher return? How do you get a higher return while minimizing the risk?
  • What asset allocation should you have?
  • What investments should you use to implement that asset mix?

Next Steps

We follow our general process and the Investment Planning component generally can be accomplished in 3 – 5 hours.