What I do
Wealth Management
Wealth Management
Having spoken to >1000 individuals and families, I recognize that everyone has different goals and objectives that require tailored solutions. I believe in spending that extra time at the onset to truly understand one's situation and priorities. Only then can we put a proper plan to action, one that will last us through the times.
Having spoken to >1000 individuals and families, I recognize that everyone has different goals and objectives that require tailored solutions. I believe in spending that extra time at the onset to truly understand one's situation and priorities. Only then can we put a proper plan to action, one that will last us through the times.
1. Discuss
1. Discuss
We discuss your goals, risk tolerance and time horizons. Its also important to understand your current investment approaches and thought processes.
We discuss your goals, risk tolerance and time horizons. Its also important to understand your current investment approaches and thought processes.
2. Assess
2. Assess
I then assess your current financial situation and explore several means to achieve your stated goals. Depending on your priorities, we may reallocate between assets and weightages.
I then assess your current financial situation and explore several means to achieve your stated goals. Depending on your priorities, we may reallocate between assets and weightages.
3. Decide
3. Decide
We then decide on a suitable path to proceed and periodically review it to ensure we are still on the right track.
We then decide on a suitable path to proceed and periodically review it to ensure we are still on the right track.
Simplydads
Simplydads
Follow me at Simplydads as I share more about my life as a seasoned financial advisor and also a young dad with 3 younger kids! I write about building wealth, raising kids and navigating life as a family of 5 in a fast paced environment. Whether you are a fellow dad or a keen investor, I will share personal insights on how to tackle "limited financial resouces"!
Follow me at Simplydads as I share more about my life as a seasoned financial advisor and also a young dad with 3 younger kids! I write about building wealth, raising kids and navigating life as a family of 5 in a fast paced environment. Whether you are a fellow dad or a keen investor, I will share personal insights on how to tackle "limited financial resouces"!