Investment Management and Advisement
**Important Note:** Investment Management and Advisement services are available only after the completion of your Cash Flow Confidence Plan. This foundational piece is crucial, as it lays the groundwork for all the benefits that follow.
Once your Cash Flow Confidence Plan is complete, you have the option to implement the recommendations independently or engage us as your Financial Investment Advisor. Upon agreement of the Cash Flow Confidence Plan and investment proposal, we will implement your strategy and manage it in alignment with your risk tolerance, time horizon, and financial goals. To ensure your plan remains current, an annual review is required. In preparation of the meeting, information to update your Cash Flow Analysis and Cash Flow Confidence Plan will be requested.
Investment Implementation involves comprehensive discussions covering various topics, including savings allocation, individual investment fund selections, account placements, rollovers, and tax efficiency. We will also address risk management and protection concerns, providing insights on estate planning and life insurance recommendations.
As an Investment Management client of Crystal Clear Finances, you can expect:
Let us help you achieve your financial goals with tailored investment management and advisement, built upon the strong foundation of your Cash Flow Confidence Plan.
