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Investment Analysis Meeting
GOAL PLANNING & MONITORING (GPM)
Have our team contact you about setting up a Goal Planning and Monitoring Appointment!
When the investment landscape looks either really good, or really bad, we all feel like we need to do something. But what?
The media, friends, home prices and statements reflect only short-term results. They don't tell you how those results will affect your long-term financial goals. Even worse than not knowing what to do, is doing the wrong thing.
We start with your goals. You're unique, and so are your retirement and investing goals. We will map out your goals and then break them down into needs, wants and even the wishes you might dream about. This process will prioritize your dreams, desires and goals.
Then for each goal, we will establish both an "Ideal" and an "Acceptable" spending amount. The Ideal amount is the most you'd like to have for a great retirement lifestyle. The Acceptable amount is the least amount that is still good enough. Taking the ideal and acceptable amounts we can create your "Acceptable Range," which will help you make trade-offs to maximize the current and future satisfaction you get from your money.
Investing always involves risk and you may incur a profit or loss. No investment strategy can guarantee success.
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