Investment Planning

We are constantly engaged in subconscious acts of investment planning when it comes to our time: Would these next two hours best be spent visiting a friend at the hospital or taking in that ball game? We do some longer-term planning too: What will benefit me most in the long run: pursuing my passion for art or studying to pass the Bar exam?

We put lots of consideration into making these decisions. So why don’t we invest the same thoughtful time in planning our investments?

Why Investment Planning is Important

It’s been said: What you sow, so shall you reap. When it comes to enjoying the fruits of your investment, truer words were never spoken. Even if you don’t have thousands of dollars to invest, simply deciding where to “park” the money until you need it can be a rewarding exercise.

What We Can Do For You

Our investment planning services are based on four simple facts:

  • Market timing doesn’t work.
  • Creating and preserving wealth requires diversification.
  • Focus on the long-term, and don’t let short-term diversions distract you.
  • Investing is about more than just making money — it’s also about helping you pursue your financial goals.

Here’s a preview of what our services cover:

  • Understanding your financial goals: Through an intense yet structured “Getting to Know You” process, we’ll understand your financial goals, and we’ll help you prioritize some of your most pressing short-, medium- and long-term financial objectives.
  • Analyzing a point-in-time snapshot: The next step is to analyze where you are today, in terms of your savings and investments. Sometimes, this phase of our review results in actionable steps that can immediately benefit you — such as cutting your losses in a sinking investment, or leveraging some opportunities in highly successful ones.
  • Proposing an investment strategy: With that information in hand, we can draw-up comprehensive personalized investment strategies to help you pursue your financial objectives. This may be accomplished by building upon your existing portfolio, or by proposing new investments that align with your goals.
  • Implementing the plan: Our investment planning approach is dynamic, constantly adjusting to your changing circumstances. We’ll guide and advise you on investment plan transitions as you go through life and lifestyle changes.
  • Watching over your investments: We’ll monitor and review your investments, plans and strategies in light of changing investment climates.
  • Consulting, advising and counseling: Ours is an ongoing partnership. Throughout our relationship with you, we’ll keep you informed — communicating constantly about proposed changes and potential opportunities or risks for your investments.


*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.