The Anthem Process
1. Formalize Your Anthem
The first and most important step in the Anthem process is to help you develop and define your own personal anthem. This is derived from your values and aspirations.
2. Customize Plan and Strategy
Your anthem becomes the bedrock to the financial plan and investment strategy. We ensure that the plan, strategy, and corresponding decisions align with your anthem.
3. Decision-Making Strategy
We will map out a decision-making strategy to help you ignore the noise and temptations of the markets. Investment decisions play a significant role in your overall outcome. It’s important they align with your anthem.
4. Execution & Discipline
My meeting room is a relaxing and friendly atmosphere that helps us all feel at ease – even when talking about money matters. We will discuss execution matters and ensure we remain disciplined to your anthem.