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Financial Planning
If you are faced with a life event requiring a substantial commitment of capital, good financial
planning can give you the piece of mind you need. At SKY, we work
with you to design an effective investment plan and then implement portfolio management strategies to
help you confidently move toward your goal.
We view financial planning somewhat differently than other firms:
- We believe a simple plan is more elegant than a complex one – Most financial plans are more complex than they need to be. It is crucial that you
understand your situation and the steps you should take to successfully reach your goals.
- We integrate planning and investment management – A well conceived plan will
drive the portfolio management process. We understand both and integrate the two.
- Most planning horizons are too long – Plans with 20 or 30 year projections
are unrealistic because too much can change. We focus on the next 10 years of your life and work with
you to get you where you want to be.
- Some plans require complex solutions – When your situation has difficult
planning issues, we bring in the experts. This saves
you money.
- Our planning work is not a tool to sell you prepackaged investment products – Your plan is a key part of the
portfolio management process. As your plan evolves, so will your portfolio.
- We monitor and review your goals regularly – During your periodic account review, we continue the process that integrates planning with portfolio management to enhance results and provide peace of mind.
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