Tag: Jeff Bernier
Find the right partner, the right fit, by considering:
- Capacity to provide the services the client needs
- Relationships – are you comfortable with each other?
- Economic fit – does the client understand the cost benefit?
- So we want to know your dreams, your purpose; can that dream be converted into a dollar and deadline?
- Our role is to help you turn your dream into dollars, through advice, and investment within an acceptable timeline.
- Client’s need: what return are you looking at?
- Client’s appetite for risk: this helps to determine the perfect portfolio
- Client’s capacity to take risk: do you have debts, your risk is high and vice versa
- We communicate a lot with our clients especially on market volatility
- You need rising income streams to deal with the reality of inflation; hence you have to accept some short term strategies for long term outcomes.