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Step Five
Living in the House
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Theme:
"It's not just about the money." It's about learning to live with and understanding the behavior of the financial markets. Its about the courage and calm to stick with the discipline despite the headlines. It's about our relationship with you and your relationship with your money.
Description:
The five "R's" - Relationship, Review, Rebalance, and Re-connect on a Regular basis.
Putting your plan into place is a critical step to achieving your financial goals. While it may seem reasonable to simply invest your money and leave the rest up to the fate of the financial markets, we need to apply disciplined rebalancing in order to keep your portfolio well positioned for the long run.
To stay on track, we will also want to revisit your plan since your needs and goals can shift dramatically over time. It's important to ensure that your goals and your plan remain in alignment when your "Big Picture" changes.
The goal of our relationship is to keep you from being distracted by short-term bumps along the way and support you when the unexpected arrives. Our plan becomes the compass. By looking at the structure of your portolio relative to your goals, you'll be less likely to worry about a particular market dip or the performance of a single security or asset class.
We communicate with clients monthly through a combination of an e-newsletter and quarterly commentary that is included in the quarterly statement for clients. You also have access to your investment information through a dedicated client website. You will receive monthly reports from your custodian (TD Ameritrade, Jefferson National, etc...). We are always available by phone or e-mail when you want to communicate with us and will meet with you in person at your request in addition to our annual review.
Educational Resources:
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