PROVIDING AN INVESTMENT APPROACH TO
ALIGN YOUR FINANCIAL GOALS WITH YOUR LIFE ASPIRATIONS
DISCOVERY PROCESS
What are your life aspirations? The process begins by having an in-person conversation to get to know you and discuss what is important in your life. I will work with you to define and prioritize your specific goals and benchmark your current financial situation. Together we will create a financial road map that gives you a clear path to follow and motivates you to achieve your life ambitions by aligning your life goals with your financial objectives.
Everyone has their own unique mindset towards risk. It is paramount to determine what risk tolerance you are comfortable with in your investment portfolio. I will explain investment risks that are present and answer any questions you may have. I provide non-discretionary fee-based investment advice with total fee transparency.
My goal is to give you peace of mind in achieving your life goals by recommending a personalized investment approach based on your unique situation and risk tolerance that enables you to sleep at night knowing you have a long-term investment plan in place.
ABOUT ACPI
Aligned Capital Partners Inc. is client focused advisor driven, built on the simple premise that a client's best interest is always the most important consideration in any corporate initiative.
The firm is built on the foundation of unmatched industry experience, innovation, and "out of the box" style solutions designed solely for the benefit of the independent thinking, client-centric professional advisor.