If you define the problem correctly, you almost have the solution. ~ Steve Jobs
Life is full of changes, and markets are continually in motion. Either one can necessitate revisiting your plan, even though it is long-term by design. Our process is designed to keep us in touch and always moving forward.
Get Acquainted – an introductory visit provides an opportunity for us to get to know each other, and determine whether we are a good fit together. We will review your background and interests, motivating beliefs and financial goals. We will help you gain an understanding of our firm, our financial planning and investment management approach, and the breadth of services we can provide. There is no cost to you, and no obligation at this stage.
Discover and Analyze – once we decide to work together, we’ll sign an engagement agreement and start by gathering your financial inventory, including your family profile, financial goals, assets and income, liabilities and obligations. This will enable Boulder View Capital to provide you with a
Financial Wellness Check. We will review together the results of your Financial Wellness Check, answer any questions you may have, and set priorities.
Develop and Implement - The next step is to develop and implement your Financial Roadmap: A Comprehensive Financial Plan. The Financial Roadmap lays out your financial goals, resources, restrictions, time frame and risk parameters, and provides an initial set of portfolio allocations. Once you give the go ahead, Boulder View Capital will begin investing your assets in a custom designed portfolio consistent with your plan.
Monitor and Adjust – Life is full of changes, and markets are continually in motion. Either one can necessitate revisiting your plan, even though it is long-term by design. We will communicate regularly about changes in your life or in the markets that may affect your plan, and adjust your portfolio accordingly. We will also meet with you at your desired frequency to track progress.
Coordinate with Other Advisers – At your direction, we can coordinate with other professionals and service providers, including your accountant, real estate or insurance agent, attorney and/or banker. We can be your strategic partner, quarterbacking your financial team to enable sound decision-making, smart strategic planning and cohesive coordination.