Understanding the Objective
- Client-Specific Goals
- Ultimately our clients come to us to help them achieve their goals. Those goals can come in a variety of ways, whether it be a successful retirement, long-term accumulation, distribution planning, optimizing portfolios returns, meeting short-term investment objectives, or some combination of that non-exhaustive list. This part of our planning process is vital as we cannot, and should not, create portfolios without first understanding the personal objective(s).