Step #3: Formalize an Investment Policy and the Management Process

An investment policy statement is a key document that aids in the communication between you and your advisor. An investment policy statement outlines your risk tolerance, the investment strategy to be employed for your accounts, diversification principles, performance evaluations, and procedures for controlling and accounting for investment related expenses. This document is revisited and modified as needed as you monitor your progress and time unfolds.

  • Step One: Understand your goals and analyze your current investment portfolio.
  • Step Two: Design an optimal portfolio based on your goals and objectives.
  • Step Three: Formalize an investment policy and the management process.
  • Step Four: Implement your portfolio solutions.
  • Step Five: Continuous monitoring of your portfolio and adapt as needed.

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Debt Consolidation – Most of this site is dedicated to assisting those with debt problems, and its goal is to get you to a point of financial stability. So what happens when you do get your personal finances on level ground? It is time to start thinking strategically about how you save your money. See below for a lot of helpful information on the management of your 401k.

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