We'll help you see the big picture clearly
You're busy at work, and at home. This often leads to personal financial decisions being made one at a time - and not as part of an overall plan.
Parkhouse Financial is dedicated to helping you formulate a big picture plan by bringing you ideas you've never seen before, that will deliver a customized plan and portfolio for your particular needs.
While some manage the parts, we manage the whole, and for your entire family.
A Truly Transformative Conversation
1st Meeting – Discovery Discussion – 30 mins
We offer prospective clients truly transformative conversations that help you look at your most crucial issues in a new light, often providing you with huge breakthroughs. We will provide clarity on your big picture, and help you develop a customized plan by:
- Understanding your needs, goals and current situation
- Providing an overview of our investment philosophy and performance expectations, and of our fee-based compensation model
- Reviewing potential financial solutions to immediately help improve your current financial situation
- Agreeing upon service level expectations and ongoing plan monitoring
2nd Meeting – Strategy Discussion & Plan Execution – 60-90 mins
- Review strategies and investment solutions that can improve asset growth and decrease downside risk, all tax-efficiently
- Build plan that reconciles against your short- and long-term goals and objectives
- Commit to plan and complete corresponding administrative items to move your accounts under our care
Once your plan is in place, we continue to:
- Provide ongoing counsel including periodic face-to-face portfolio reviews
- Monitor markets and rebalance your investment portfolio to adapt to market conditions as required
- Add value through our topic relevant and timely newsletters/blogs, through additional services such as retirement, tax and estate planning and through access to our professional network including accountants, lawyers and mortgage advisors