Financial planning is an important tool that can help you articulate and organize your goals, and create and implement a strategy to achieve those goals. It goes hand in hand with your personal investment policy statement (IPS), which puts your investment goals and strategies in writing and helps you commit to a disciplined plan. Once those pieces are in place, you’re free to focus on the true “big picture” – enjoying life.
This broader perspective is central to everything we do for our clients. While we keep a close eye on your investment portfolio and stay up-to-date on news and events that may impact your investments, you can go about your daily business and focus on the things most important to you — family, friends, career, education, hobbies, community.
If and when your focus shifts, let us know. Change is inevitable. Your financial plan was designed to be flexible and fluid to adapt to life changes both big and small. Whether you’re considering a career change or a new car purchase, we can be a sounding board for ideas on how to make your ambition a reality.
In the 20 plus years I’ve been working as a financial advisor, I’ve had the pleasure of working with and knowing clients as they’ve launched new business ventures, gotten married, welcomed babies into their families, taken dream vacations and embraced hard-earned retirement life. I’ve also had the honor of assisting as they’ve dealt with illnesses, unemployment and the loss of loved ones. The personal fulfillment that comes from that interaction is an important part of my big picture.
Have you thought about your big picture? What makes you happy from one day to the next? If you feel like a piece of that big picture is missing, let’s work together to fill in the blanks.