Once these have been defined to the satisfaction of the client, the project is structured and the required analysis is determined.
Analysis is customized for each client, and includes both qualitative and quantitative components.
Investment planning includes setting investment goals, assessing client risk tolerance, asset allocation and the selection and monitoring of securities and private money managers. We also provide assistance in the implementation of plan recommendations, including working with client legal counsel and tax advisors. Educating clients to help them develop personal financial competence is an important part of our job. In this way she serves only her clients interests, and their interests can never be in conflict. Alice Bullwinkle was in the vanguard of the financial planning movement, beginning her research in 1974, and founding her first financial planning business in 1978.