Historically, the investing process has worked something like this: you identify goals, then lump all your discretionary assets into a single portfolio or “bucket.” Progress is gauged by how well the strategy performs against market benchmarks over time.
Goal-based investing examines your goals and assigns each a separate investment strategy relative to the goal’s importance, time horizon and level of risk with which you are comfortable.
The first step in working toward your goals is finding the right advisor to help get you there. That’s why we offer no-obligation initial consultations. These meetings provide an opportunity for you to get to know the person who will be advising you, and just as importantly, for us to get to know you.
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