Investment Planning Process
Blue Sky’s investment planning process for Wealth Management Services is a comprehensive, three-step approach that reviews all areas of a client’s financial life. The investment portfolio is the key component of the plan, but Blue Sky does not limit advice and assistance to this one financial area.
1. Exploration & Organization
- Blue Sky discusses all financial issues and concerns with the client
- Blue Sky will help the client outline financial goals & identify potential obstacles
- Blue Sky will administer a comprehensive questionnaire to determine the risk profile of the client
- Clarify client's expectations of Blue Sky
- Client chooses number of meetings per year
- Blue Sky will fill out all new account and account transfer forms and assist the client in the account opening and transfer process
2. Investment Plan Construction
- Client goals are solidified and then documented by Blue Sky
- A comprehensive review of client’s current financial situation is completed
- A client ACTION PLAN is created
- A new proposed portfolio is presented to the client for approval
3. Action
- Blue Sky assists the client in completing any financial changes
- Blue Sky will invest and monitor client’s portfolio on-going
- Blue Sky will monitor client’s progress towards achieving all documented financial goals