ALIGNMENT
Analyzing complete financial situation including income, expenses, net worth, liquid assets, goals, objectives, risk tolerance, needs and wants, to create a comprehensive,
Financial Plan & Investment Policy.
Financial Plan, help identify your financial destiny, choosing a clear path and correct investment vehicles, to better reach your goals.
Financial Planning Process;
l. Understanding Client Situation.
2. Identifying & Selecting Goals
3. Analyzing Course of Action
4. Developing & Presenting Financial Plan
5. Implementing Financial Plan
6. Monitoring Progress & Update
Investment Policy creates blueprints & strategies, providing guidance to monitor investments behavior and performance regularly.
Investment policy deals with investor's risk tolerance, asset class's expected returns , time frame, investment's tax consequences, liquidity needs and other unique situations, to efficiently create a more suitable investment portfolio.
