There is a fundamental process that any person can employ, regardless of the person’s age, or assets.
You must start from the very beginning of the financial planning process. You must start by examining what your goals are. You can’t assume that the assumptions you had even a few years ago are still valid. You really must be brutally honest in your examination and not indulge in wishful thinking.
These and other questions pertaining to your individual circumstances should be asked. Once you have a grasp as to your circumstances and frame of mind, you now can examine your holdings.
*PortfolioRepair® refers specifically to ensuring that your investments are aligned with your goals and objectives. The concept of PortfolioRepair® concept does not refer to return or performance.
*Please check with your financial professional before acting upon the above recommendations.