Financial planning is personal
so your plan should be unique to you.
Without planning one could be left aiming at a moving target, or worse, no target at all. At Head Investment Partners, our planning process isn’t a one-time experience resulting in a 100-page bound report destined to collect dust in your file cabinet.
For some, planning is often a simple process of identifying current assets and goals a few years down the road. For others, a more comprehensive and involved program is needed. Ultimately, planning will provide us with an understanding of who you are, what you’re trying to achieve, and a deeper understanding of your investment personality and experience.
No matter where you are today, it all begins with a plan.
Identifying needs and goals
Aligning your goals and your investment portfolios
Planning is not:
A one-time event
Just about returns
One size fits all
Planning may involve:
Key milestone events (weddings, college, retirement)
Engaging an attorney
Planning should also include:
Comprehensive review of all current assets
Existing insurance coverage and potential gaps
Beneficiary designations and asset ownership/titling