Our goal as a Fee-Only Advisor is to take the edge off investment management. Here’s some ways we come along side and help shoulder that weight:
- We build you a well diversified portfolio using Dimensional Funds. We also take responsibility to rebalance and review your portfolio.
- We meet with you twice a year, (in person or via web conference, depending on your preference), to update you on your portfolio and discuss your financial matters.
- Financial planning is included as a part of the client relationship, and financial plans are updated as needed.
- The best way to gauge how we can help you, the client, is by spending more time with you. As a result, we’ll get to know you and any financial concerns that you have from the most effective perspective.
- Our goal is to take as much of the work off your shoulders as possible, while also keeping you updated on your portfolio and well informed on what is occurring with your investments.