Interactive Planning
Managing a portfolio without a plan is a lot like taking a long trip without a road map or GPS. It makes little sense. You need to be able to clearly define your various goals and objectives, current and future resources, determine your willingness to make commitments or sacrifices and develop a realistic attitude about risk. You then need to put it all together into a comprehensive plan to which you can be held accountable.
Unfortunately, a plan is not enough. That's because as soon as the ink is dry and the plan is put on a shelf to collect dust, it becomes obsolete. This is where most planning fails. Since your goals and resources are moving targets, you must be able to to monitor your progress through time and make the appropriate adjustments needed to stay on-track. Without this ability, it is too easy to wake up one day and realize your goals are just dreams. What's the solution? It's our proprietary interactive planning tool called MY PLAN.
My Plan
Wealthview Capital offers a goals-based, analytical planning service to our wealth management clients to create your Interactive Investment Plan*. We combine sophisticated, needs-based planning tools with a common-sense approach to help you define and prioritize your unique goals. We can then develop an actionable plan aimed at improving your probability of success. We can assist you in determining your optimal balance among risk, saving, spending, target-date timing and other variables.
We refer to your customized plan as your "My Plan" which can be accessed electronically via the Internet through our My Plan website portal. Since it's web-based, you have the ability to review your plan any time and anywhere you can access the Internet. You then simply notify us of any changes in your situation so we can help you keep your plan pro-active, accountable and on-target.
A goal is really just a dream until you put it in writing, put a date on it and have someone to hold you accountable to it. Maybe it's time to stop dreaming and start planning.
* My Plan is available subject to minimum account conditions.