Investment planning


  • Review of portfolio
  • Asset allocation
  • Determine time horizon
  • Discuss withdrawal strategies
  • Create a customized investment policy statement
  • Evaluate concentrated stock positions
  • Monitor investments held outside the firm
  • Research alternative investment strategies
  • Estimated 5 to 7 hours (cost quoted is per hour)


Investment planning is the process of matching your financial goals and objectives with your financial resources.

First, we help you clarify your financial goals and objectives. There are thousands of different investment vehicles to reach these goals. The most commonly used are cash, equities, bonds, and property. Each one has different characteristics, and a good investment plan will usually contain a combination of these.

We can match the most suitable mixture of investments to each of your specific goals in the most efficient way. As your circumstances change, we can help you make any necessary adjustments to keep you on track.


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