Because of this, we believe that wealth management must be viewed in a comprehensive, personalized way.
By moving through the steps of the Aspen Captial Management process, we will develop and implement a long-term plan around your personal goals and dreams.
These steps include:
Determining the elements of your personal financial plan.
- Retirement planning
- Stock option and concentrated stock planning
- Education funding
- Charitable giving strategies
- My philosophy and approach to managing clients assets
- Analysis of and recommendation concerning existing investments
- Recommended portfolio asset allocation
- Portfolio rebalancing metrics
- Expected time horizons
- Tax considerations
- Target asset allocation.
Finally, I expect a commitment from clients to meet with me at least twice a year for semi-annual reviews to discuss progress towards their long term goals and portfolio design and performance.