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Investment Planning

Investment planning is a road-map to provide guidance in your financial decision making now and in the future. An investment plan defines the investor’s objectives, risk tolerance, time horizon, liquidity needs, funds available for investment and the methodology to be followed. This is a written set of guidelines to assist you with achieving your investment goals and objectives. The following steps help create an individualized investment plan:

  • Establish long-term goals and objectives
  • Define your investment time horizon
  • Determine your risk tolerance
  • Define an expected rate of return
  • Develop asset allocation guidelines
  • Document your investment methodology

Having a written investment plan is an integral part in achieving your financial goals and objectives.