Our clients trust us with their life savings. It’s not a duty taken lightly and we have an obligation to do this appropriately.

Before we get to the actual “how do we invest” question, we first need to agree on the big picture.

How do we Think about Investing?

ok great, we have a baseline consensus around how we think and feel about investing in general, now what? How do get to the point of Actually Investing the Money? 🌱

First let’s discover a few things

• How long until the money is needed?
• How does the client feel about variability?
• What is the client’s actual capacity for that Variability? (this relates to that first one really…)