We offer a detailed wealth plan to each of our clients. This includes a full financial picture – net worth statement, cash flow summary, retirement and estate analysis. This assists clients in clearly defining their goals. We incorporate actionable takeaways and identify obstacles that may impede goals.
The wealth plan forms the foundation of our investment recommendations. It helps us create a portfolio that is consistent with your risk tolerance, time horizon and financial goals. As a discretionary portfolio manager, Jamie has an added fiduciary responsibility to ensure client’s investments and asset mix are consistent with their financial goals.
We put your plan into action by providing an Investment Policy Statement that outlines our financial management practice.
A wealth plan serves limited benefit if it is placed in your office drawer and not reviewed for several years. We review your plan on an annual basis and renew every 3-5 years or as circumstances change.