Your portfolio should be carefully aligned with your personal values, circumstances and priorities, that is why your first meeting with us is about two hours. Using an in-depth assessment with over 100 questions we discuss your:
◦Goals and Dreams
◦Near and Long Term Goals
◦Current Financial Situation
◦Legal Documents i.e wills, power of attorney
◦Children and Elder Care
◦Additional Circumstances Influencing Your Life and Dreams
The results of this meeting will reflect what is most important to you, pinpointing your financial objectives and identifying specific strategies for turning your dreams into realities.
Comprehensive and Customized Investment Plan
Based on the information accumulated from our initial meeting we will create a Comprehensive and Customized Investment Plan and Strategy. Your plan is likely to include any or all of the following:
◦Current and Future Investment Strategy
◦Tax Efficiency Programs
◦Specialized Planning Needs i.e. College, Elder Care, Business Succession, Charitable Giving
Your Customized Investment Plan is designed just for you. Together we will help you implement your plan. At Forest Hills Financial we are 100% transparent, you will know our fee structure ahead of time, no surprises, hidden costs or cookie-cutter plans.
Monitor | Adjust | Change
At Forest Hills Financial Inc. we will review your plan as often as necessary. Life has a funny way of throwing us curves, so we need to monitor, adjust and change your investment plan as your life changes.
◦Sudden Job Loss
◦Unexpected Death of Spouse or Loved One