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My 4-Corner Process
Take a look at my process below. These bases will help us not only grow, but also preserve and protect your wealth.
Choose your destination. I will help you get there.
It all starts with gathering information—an essential step that allows me to understand more about you and your family. I will take a deep dive into your financial situation and discuss your short- and long-term goals. My mission is to understand where you are today and help chart a clear path toward your ultimate financial destination.
Just as we want your investments to grow, we want your financial literacy to grow.
Improving your financial literacy is a key part of our financial plan. Without a strong understanding of why we invest, you may be more prone to emotional decision-making and behavioural biases that can negatively impact your financial outcomes. Just as we aim to reduce return volatility, we also strive to minimize emotional reactions that lead to impulsive investment decisions.
Navigating the investment environment can be overwhelming.
That’s why we build your portfolio using my proven 3-step investment philosophy (which you can learn more about in the 'About Me' section of this website).
By staying committed to this philosophy, we gain something invaluable yet difficult to quantify: confidence. No matter where we are in the economic cycle, we can trust that our partner company portfolio managers are investing in wealth-generating companies at a discount to their intrinsic value.
We then construct a portfolio tailored to your unique risk tolerance and return objectives.
Monitoring Your Portfolio & Making Strategic Adjustments.
To summarize the process: First, we get to know each other and ensure we’re a good fit. Then, we focus on strengthening your financial literacy and understanding of my investment philosophy. From there, we implement a portfolio tailored to your risk and return objectives.
The final step is ongoing—continuously monitoring your portfolio and making strategic adjustments as needed. As life evolves and market conditions shift, we ensure your portfolio remains well-positioned to navigate these changes effectively.
