Setting a personal benchmark can help filter out the noise and set a better foundation from which to make smarter decisions.
We're on a mission to help investors prevent poor market timing and chronic under-performance.
You've worked hard for what you achieved. Prudent planning weighs the costs versus benefits of transferring appropriate risk.
Guidance and Oversight
We will help bring order to your financial life, by assisting you in getting your financial house in order (at both the "macro" level of investments, insurance, estate, taxes, etc., and also on the "micro": level of household cash flow).
We will help you follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress in working towards them.
We bring insights from the outside to help you avoid emotionally driven decisions in important money matters, by being available to consult with you at key moments of decision making, doing the research to provide you information requested, along with managing and disclosing any of our own potential conflicts of interest.
We work with you to anticipate your life transitions and to be financially prepared for them, by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.
We will explore what specific knowledge that can help you work towards the goal of financial independence by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.
We attempt to help you pursue the best life possible but will work in concert with you, not just for you, to make this possible, by taking the time to clearly understand your background, philosophy, needs and objectives, work collaboratively with you and on your behalf (with your permission), and offer transparency around our own costs and compensation.Source: Mitch Anthony, Moving from "ROI To ROL" Infographic: Michael Kitces
Understand how a Fiduciary is different from a Broker in 2 minutes