Step 2: Plan Development

Goals-based investing attempts to distinguish between the multiple and often conflicting goals we all have.  For example, the money you are allocating to a new home in five years needs to be treated differently from the money you are depositing into your 401(K) every paycheck.

Once we determine what you want to accomplish, we can then prioritize your goals and create a wealth management strategy with suitable investments.

The next step - Implementation