Financial Planning as a basis for determining the best long term investment strategy
Asset Class Investing with the allocation determined by the plan
Maximum diversification to minimize risk
Rebalancing as a means of maintaining the allocation and to buy low and sell high
Review - Review - Review
FOCUS ON THE LONG TERM
Phone, Zoom or coffee?
Your choice, it's on me.
Client review meeting.
One hour mtg, topic of your choice
MAN PLANS & GOD LAUGHS:
So why plan? - Let's talk.