We will not recommend an investment strategy, let alone individual investments, until we have prepared a detailed financial analysis of your current financial situation. Once we have prepared a detailed financial analysis, we will recommend an investment portfolio that is structured and managed using proven, conservative, tax- and inflation-sensitive investment strategies. The investment strategies we recommend will be directly influenced by your financial independence goal, as well as the planning stage that you are in – working, pre-retirement, or retirement.

We strongly believe that investment performance should be measured by the progress you are making toward your goals, and benchmarked against your expectations for progress. This will be a point of discussion in each of our quarterly meetings.