For most people, getting the basics right will go a long way toward achieving their goals. Our QuickStart is about as easy as it gets.
We start with your current financial position. What are your retirement savings and other assets? Sources of income and monthly expenses? What changes do you anticipate for these in the near future?
How about your goals? If you’re not sure, start with what you think you may want. You can change your mind later. Given your goals, what cash needs do you expect to have? We can help you develop some estimates.
How comfortable are you with taking investment risk? Do you have a long time horizon and enough income for living expenses?
How QuickStart Helps
- The QuickStart discussion we have will lead to recommendations that will help you achieve your goals. One aspect of this will be determining an appropriate investment strategy. Our discussion will let us see how you are positioned across all your assets, not just those we manage for you.
- Thanks to QuickStart, you can put market volatility into perspective. The financial markets move sharply at times. News headlines can make people think that the sky is falling and that they should sell everything to preserve what they have.
But the outcome of our QuickStart discussion may show that your overall financial position hasn’t changed that much. Your income may not even be affected. Knowing this can help calm your nerves and enable you to stick with your long-term investment strategy.
The QuickStart can be a big help on its own. It can also serve as a starting point for a comprehensive financial plan. Both Matt and Katerina are holders of the CERTIFIED FINANCIAL PLANNER™ designation and are well-qualified to do such detailed plans.
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