WHAT IS PURPOSE-DRIVEN PLANNING?
We believe that purpose-driven planning is the most effective way to allocate resources with the aim of meeting your short- and long-term objectives. This is how your plan unfolds.
Discovery is the process of gathering your financial, personal, and (yes) emotional data to begin creating your investment plan. We strive to understand your goals, objectives, and aspirations. Over time, we’ll get a good sense of your purpose – or, to put it another way, what matters most to you. Throughout the process, we will get to know your investing experience, perceptions of risk, and current financial situation.
After our relationship is formally established, we move to designing your plan, which aims to address your objectives, goals, and purpose. Your plan will separate your short- and long-term objectives in order to alleviate your concerns about the future, as well as for forced equity liquidation. Your plan serves as our guide to constructing your optimal asset allocation.
Our goal is to improve your long-term performance by allocating resources based on your real objectives rather than the abstract concept of “risk tolerance.” We are skilled at considering all facets of your financial life when it comes to implementing strategies to get you where you want to be.