Horizon: “The line at which the sky and earth appear to meet”

Your Financial Horizon is where your current financial circumstances, (The Earth) and your Financial Goals (The Sky) come together.

Your Financial Horizon should be a source of joy and comfort; something you can reflect upon and feel good about.
Once you have gone through the Discovery Process and Pinnacle Process your Wealth Advisory Plan is in place.

Only two necessary processes remain in order to enjoy your Financial Horizon now and in the years to come – Monitoring and Strategic Reviews.

Monitoring:

Monitoring your investment holdings to make sure they still fit into your long-term financial picture is important.  With the volatility in the economy things can change quickly.  Those changes can be economic in nature or simply a change in your financial goals.  Whatever the occurring event, monitoring and re-balancing from time to time will help keep you on track.

With investments, your Rock is your investment goals; your Style is how those goals are pursued.  Today, fluidity has never been more important. 

Strategic Reviews:

These are one-on-one planning meetings where we discuss how to take advantage of changes in the economy or in your portfolio. We don’t call them annual reviews because they may be quarterly or semiannually, based upon your needs, and they are so much more than just a review.

Strategic Reviews have a purpose of striving to keep your Wealth Advisory Plan at its Pinnacle.  Complacency in life is everyone’s enemy. The Strategic Reviews bring into accountability all the holdings to make sure they are performing relative to their investment category.  If we feel a particular holding no longer fits, we can change it.

Remember, since we only charge a percentage of assets under management, you pay no commissions or trading fees for these changes. This is why, in our opinion, performance based and not transaction based advisory relationships work best.  In addition, through LPL Financial, all of our clients have the ability of seeing their holdings on-line, 24 hours a day 7 days a week, in a secure “read only” format called Account View. Account View is also available in a phone application for easy access. Client security is always a high priority for our clients and our firm.

Reaching the Pinnacle of any financial goal is never a straight line, and neither is our economy or your investment performance.  

Account View

To arrange for a Complimentary Consultation to see how we can help you, call us toll free at 1-800-303-(PLAN) 7526, or use the button below to get in touch.

Complimentary Consultation

Monitoring and Strategic Reviews are an essential part of enjoying your Financial Horizon. 

Investing involves risk including loss of principal. No strategy assures success or protects against loss. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.