Financial Planning
Your goals, concerns and attitude about investing are the foundation of your plan.
Our Investment process
A personalized service
Every investment strategy begins with a detailed checklist. From the first conversation on, we will provide you with personalized advice, committed to helping you reach your goals.
Our check list include among others:
- Maximizing returns in your investment portfolio
- Risk reward tolerance levels
- Your annual expenses and liquidity needs
- Your health conditions, family, children, school fees
- Your current residence, home, loans status
- Your retirement plans, secondary residence, extra savings
Holistic Approach
We are able to provide you with a roadmap to guide you in the following manner:
Phase 1
Establish objective
- Discuss & establish personal goals
- Analyze and evaluate current situation
- Assess time horizon(s) and attitude toward investment risk
Phase 2
Collect information
- Create and review personal plan with asset allocation recommendations
- Discuss portfolio strategy and application
Phase 3
Analysis
- Determine timeline for meeting financial goals in order to execute investment strategy
- Work in coordination with the strategist
Phase 4
Developmet of the plan
- Determine review schedules
- Fine tune the plan
- Risk review and assess
Phase 5
Implement
- Consolidate assets and phase in investing plan based on research and approval of clients
- Rebalance and adjust as per the business cycle
Phase 6
- Review clients portfolio situation, performances, report to the clent
Risk-Free
While the initial financial planning stages require a reasonable amount of time and documentary, legal and compliance works, it’s the task and duty of the financial or the wealth manager’s responsibility to come up with a plan that can be actionable.
Long History
We are licensed, experienced and members of professional associations with reputation. Our experience in the financial markets dates back over 25 years. We have no history, legal or court cases with our clients.
Reasonable Fees
All our fees are flat annual fees charged quarterly. These fees do not include the purchase and sales commission, custody fees or other charges of third party institutions.