Generational Wealth & Legacy Planning: Trusts, Values, and Visions
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What is Asset Management?
Asset Management is the process of managing investments to increase wealth over time by buying,
What is Investment Management?
Investment management is the professional management of a client’s investments to reach a specified goal.
The Process of Building a Financial Plan
In financial planning, it is crucial to have a process put in place to ensure that all the necessary information is collected, and the financial plan remains up to date.
Defining Goals: One of the most important steps when it comes to forming a financial plan is to define your goals. As the saying goes “If a man knows not which port he sails, no wind is favorable”. The whole point of a financial plan is to achieve something that is currently not possible. A defined goal can help financial advisors develop strategies to reach the goal but also discover if there needs to be an adjustment to said goal.