I wish I could say I had a crystal ball or that I could see the future.
I don’t. And I can’t.
However, my experience has taught me that thinking on a micro-level can prove effective when addressing macro-level developments.
Out of Our Control |
How We Can Prepare |
| Market volatility | Adjusting our mindset |
| Life Changes | Discuss “What-If” Scenarios |
| Geopolitical developments | Thinking “Worst Case” |
More importantly, I can control what my clients experience when they interact with me. And I take delivering a respectful collaboration very seriously.
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How I Prepare |
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What I Recommend |
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How I Communicate or Explain |
My Five-Step Process
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You get the spotlight. I’ll ask powerful questions to better understand anything and everything about your relationship with your wealth — and how you want it to work for you. The more I know, the better I’ll be able to develop a plan for what you want to achieve. |
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Your plan begins to form, broken out into short- and long-term objectives. This is when Big-picture thinking takes place. |
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Specifics start to crystalize, down to exact allocations for each recommended investment. Each goal is complemented with an associated strategy. |
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I present your personalized plan, complete with the reasons and rationale supporting it. |
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We implement your strategy after your feedback, if any, is incorporated. |
My Investing Philosophy
Your wealth and wishes will be treated with a thorough, meticulous approach.
Using my corporate finance background, I view each potential investment through a lens of:
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Fundamental knowledge of the asset’s balance sheet, cash flow and other items |
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An understanding of its future potential, both good and bad |
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Forces that may be responsible for suppressing or sky rocking its current value |
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Potential tax ramifications and how to minimize them |