a Personalized and Easy-to-Follow Financial Roadmap
Starting with a financial process that works:
- Valuable financial guidance at your fingertips with the CFP® Hotline
- Avoid miscalculation of risk, return, debt, and investments
- Make informed and unemotional financial decisions
- Get finances in order and organized
Hire a Certified Financial Planner®(CFP®)
Advice on how and what to adjust in order to stay on track.
Snapshot - Stay on Track
Update to Date Balance Sheet
Investment Allocations - Risk/Quality/Liquidity
Tax Liability & Allocation Management
Guardrail Planning Principles
401(k) Allocation Tool
Financial Stress Test - Six Areas Tested
Social Security Timing Reports
Review Lifestyle Protection Plan
Asset Allocation Plan
In this three-bucket approach, the first bucket is the NOW BUCKET. These funds are in your checking, savings, short-term CDs, etc.
The second bucket is the SOON BUCKET. These investments are invested conservatively with minimum volatility. This is the bucket of money you will need sooner, rather than later for income and known expenses.
The Soon Bucket will buy you a time horizon to confidently invest the remaining amount of your money in the third bucket, the LATER BUCKET, for long-term growth.
Including Expert Guidance for Ongoing 401(k) Allocation to Avoid Common Mistakes
Get started with...
No costs or obligation
Build Basic Plan
No costs or obligation
Finish & Implement
Our process assists you with making financial decisions.
"Everything should be made as simple as possible, but not simpler."
This is where our name comes from...
Core Satellite Investment Strategy
The Core Portfolio: This is the 'steady' part of your portfolio, made up of a broad, diversified range of investments that aim to closely track the market's performance. It's built with a long-term perspective, spread across multiple asset classes (like stocks, bonds, resources, real estate), and it's typically managed by a professional who can make sure it's regularly reviewed and rebalanced.
The Satellite Portfolio: This is the 'active' or 'adventurous' part of your portfolio, where you can try out individual stocks, sector-specific investments, or other more speculative investments. You might use this part of your portfolio to take on higher risk for the potential of higher rewards, or to pursue investments that align with your personal interests or values.
Overall, the Core Satellite Investment Strategy aims to enhance your personal wealth by having a well-managed core portfolio alongside satellite investments. The Core Portfolio provides predictability and participation in the market, while satellite investments offer additional opportunities.
Schedule your free personal
evaluation appointment now
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