Keeping You On Track

Once we complete a financial plan for a client, we turn our eye to establishing an appropriate savings and investing plan. The two critical factors in this step are establishing the client’s tolerance for risk and balancing that with an understanding of the client’s time horizon for achieving that objective. Investment strategies for a client planning a home purchase two years hence, saving for a 12 year old child's college education or for a retirement that is not likely to occur for 20 years (and last 30 years or more), will each look quite different. We work with you to match an investment strategy to each of your objectives and meet with you periodically to adjust your investments according to how you are performing relative to the goals and intermediate steps you establish.