HOLISTIC FINANCIAL PLANNING
HOW CAN WE HELP YOU WITH FINANCIAL PLANNING?
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Organize all your finances.
Determine the least amount you should be paying in taxes.
Understand how the IRS views every dollar of your income.
Estimate your tax liability.
Figure out how to maximize retirement contributions.
Create a working budget for yourself.
View all your financial accounts, assets, policies, and credit cards in one place.
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AN INTELLIGENT APPROACH TO RISK
RISK PREFERENCE ALONE IS OFTEN EMOTIONS-BASED AND REFLECTIVE
OF AN INDIVIDUAL'S TOLERANCE FOR RISK AT A SPECIFIC MOMENT IN TIME.
RISK CAPACITY IS THE AMOUNT OF RISK INVESTORS CAN ACTUALLY TAKE ON,
GIVEN THEIR CURRENT LIFE SITUATION
This quantitative figure describes the amount of risk an investor can or cannot afford to take based on the details of their personal life circumstances.
Most risk questionnaires hone in on this behavioral figure, which expresses the level of risk and investor is willing to take (and can change quite often).
A calculation of an invesment portfilio's exposure to potential risk. This figure describes a portfolio's expected % Value at Risk (VaR). Mathmatically it tells us where 1% outlier/tail events could begin to occur to the downside.