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.
How I Prepare |
|
What I Recommend |
|
How I Communicate or Explain |
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. | |
Your plan begins to form, broken out into short- and long-term objectives. This is when Big-picture thinking takes place. | |
Specifics start to crystalize, down to exact allocations for each recommended investment. Each goal is complemented with an associated strategy. | |
I present your personalized plan, complete with the reasons and rationale supporting it. | |
We implement your strategy after your feedback, if any, is incorporated. |
Fundamental knowledge of the asset’s balance sheet, cash flow and other items |
||
|
||
An understanding of its future potential, both good and bad |
||
|
||
Forces that may be responsible for suppressing or sky rocking its current value |
||
|
||
Potential tax ramifications and how to minimize them |