Once we’ve decided on your ideal and acceptable goals, the Envision
process “stress-tests” them against historical market simulations. Your personal “Target Zone” is based on the results and helps you and our team allocate your assets in a manner suitable to your objectives. Better yet, it provides an investment “sweet spot” and helps instill confidence in your likelihood of achieving your goals.
So much more than an investment plan
“Investment planning” often boils down to cookie-cutter investment mixes and generalized guesswork. It’s better than nothing, but it’s impersonal and vague.
process does more.
Our process goes beyond simply choosing an investment strategy and hoping for the best. It’s a life planning tool that helps you and our team:
- Explore your life goals
- Plan your investments around benchmarks that hold real meaning for you
- Track your progress toward them
Best of all, it gives you and your advisor the tools you need to:
- Decide on an appropriate investment strategy
- Track your progress
- Re-sync — or rethink — your approach whenever necessary
By planning your investments around benchmarks and life events that hold real meaning for you, our Envision process can connect you to your investment strategy in a refreshing, revealing, and personal way. Even better, it can keep you apprised of that critical financial question, “How am I doing?”
process offers us the tools and technology we need to discuss your life expectations, decide on an appropriate investment strategy, track your progress, and update your approach whenever necessary.