What about my existing investments?

For many clients, existing investments are one of the primary engines that drive the plan. We will conduct a thorough assessment of your investments to determine whether they align with your financial philosophy, risk tolerance and goals. Beyond the investments themselves, it is also important to make sure that they are being managed toward your goals.

As part of this process, we will call your attention to areas of potential risk that you may not be aware of. In some cases it may be prudent to discuss strategies to limit risk. While we are not attorneys or accountants, our expertise, advanced education and advisory experience are resources that can help guide you in your decision making.

Additionally, and at your discretion, we can consult with your accountant, attorney and other professionals involved in your planning process. These individuals can be a vital part of the discussion surrounding not just risk, but your entire financial plan. By taking a team approach to your financial well-being, we can be certain that we are in sync with any existing strategies in place.