Reflecting on Your Finances Today to Better Build Tomorrow
To understand where you want to be, we must first see where you are now. That’s why we take the extra time to discuss what your future goals are and how they compare to your current finances. Together we’ll set clear priorities and realistic expectations regarding future expenditures and savings.
The Goodson Wealth Management Process
Before getting to your finances, we’ll get to know more about you. Here we’ll discuss your values, personal goals and unique financial needs.
Assessing Risk & Building a Portfolio
We’ll start by analyzing and assessing your personal risk tolerance. From there, we’ll create a tailored, rules-based portfolio based on your level of comfortability.
Ongoing Observation & Management
Once we’ve put a plan in place, we’ll track market conditions and continuously monitor your portfolio. We’ll regularly review your financial needs and adjust as needed to meet your goals.