Planning for life, so you can focus on living yours
At Alden Capital Management,
our team believes there is no finish line in financial planning.
We see your goals as a series of milestones we help you reach with careful planning and disciplined investing.
Since your circumstances will continue to evolve, our collaborative advisory and financial planning process is designed to be ongoing. This dynamic approach allows us to make decisions proactively with constant monitoring and thoughtful adjustment to reflect the changes in your life. We start with helping you articulate your goals, and our continuous process helps ensure your plan is always working for you.
First, we’ll build an understanding of your personal goals, current financial situation, investment experience and risk tolerance. We’ll also make you aware of our capabilities and explain the services we offer that can help you meet your objectives. Knowing you well lies at the heart of being able to provide personalized financial guidance.
Next, we will analyze all the information you’ve shared with us in order to design your plan. This step may include collaborating with your other professional advisors such as your accountant and/or lawyer. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.
Once we have agreed upon your specific strategy, we will then implement your plan using the extensive research and resources available to us through Raymond James and outside sources. This involves the selection of specific account types, investments and optional services, and the handling of all necessary paperwork.
After your plan is implemented, we will continually measure the progress toward your goals and suggest any changes where needed. We accomplish this by providing ongoing reporting and conducting periodic plan reviews. Of course, a key to this step is your involvement and communication of any significant changes in your life.