Goal-Based Investment Management Process

GOALS-BASED INVESTMENT MANAGEMENT PROCESS

Our business model is built on relationships. We pride ourselves on actively listening to our clients before making recommendations, and we monitor their progress over time. With periodic meetings along the way, this partnership allows us to help you realize successes by working together to implement suitable strategies that achieve your personal financial goals. We don’t just follow your investments; we follow you and your interests over the long term.

1. Discover

We start with a conversation so we can gain a thorough understanding of your financial needs, investments, lifestyle, family, and your goals for the future.

2. Advise

We work in conjunction with you to develop solutions and strategies that help you achieve your financial goals and protect the outcomes you envision.

3. Implement

We look across your multiple accounts and products to help you select investments that are tailored to you or that are an appropriate fit for your goals.

4. Track Progress

We then track the progress of your investments as well as your budget, spending and savings habits, to help you remain on track toward your goals.

Disclosure:

Our goals-based investment management process is not a financial plan, nor does it constitute a financial planning service. A financial plan generally seeks to address a wide spectrum of your long-term financial needs, and can include recommendations about insurance, savings, tax, and estate planning, as well as investments. Taking into consideration your personal goals and situation, including anticipated retirement or other employee benefits. Symboliq Wealth Management, LLC will only prepare a financial plan at your specific request, using approved financial planning software. If you would like to have a financial plan prepared for you, please let us know.