A successful advisory relationship starts with a clear road map that defines each investor’s personal goals and boundaries. It would be almost impossible to know if you are achieving your goals unless you actually had a blueprint in place that clearly defines your needs and your preferences. That blueprint is something called An Investment Policy Statement.
At PWA Financial, the first step in building an Investment Policy Statement is a face-to-face meeting where we help a prospective client create a list of objectives and define how we will manage their wealth. As part of that process, we will ask you to complete an investor profile designed to help you express your specific investment goals, your tolerance for market risk, and your time horizon for realizing your goals. It will also help us identify any specific future needs you might have like planning for the purchase of a home – or maybe a vacation home, funding a child’s education, or planning for a retirement filled with travel and adventure. It will also help us understand your past investment experience and any immediate income needs you might require.
We look forward to getting to know you better and having the privilege of joining you on your path to financial independence.
