The balance sheet acts as the collection of all financial information. With this properly populated, we can more realistically take a holistic view of your financial situation. Through this, we can assess your progress to your goals, determine appropriate levels of insurance, better understand the weakness within the plan, etc.
With something as important as one’s health, second opinions are commonplace, expected, and recommended by professionals within the industry. It should be true of your financial health as well. There are few definitively right answers when it comes to your financial well being which creates the need for multiple perspectives and viewpoints to help you arrive at the best outcome for your needs.
Through a relatively painless meeting and some historical financial records, we will assess your goals against the historical performance and current investment path. If you do it yourself, or have a trusted financial adviser, we can help by placing a
I offer this as an introduction. Up to this point, I have been an investor focused on institutional assets (pension funds, endowments, etc). It has been 18 years of being paid to do something that I have loved doing since I was a teen. Though I originally went to college to become an engineer (receiving a BS and MS in Mechanical Engineering) and even worked as one for a few years, it didn’t take long for me to revert back to investing. I earned an MBA in my mid 20’s and started my professional investment career. I have served four