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Removing the Complexities

From Your Investment Strategy

Coffeehouse Ground Rules


Save

Saving starts with keeping track how money flows through our life. Our goal is to save enough today to support our expected lifestyle in retirement. When this is in sync, we create harmony while pursuing financial freedom. 

Invest

Building a portfolio of low-cost index funds is elegant in its simplicity, and includes the following benefits.

  • Maximizes your return in each asset class
  • Allows you to focus on essential financial planning issues
  • Directs your emotional energy away from the stock market and towards a meaningful life

Plan

Your financial plan determines your allocation between stocks and bonds based on your ability to absorb short term volatility in pursuit of the expected higher returns in common stocks. This allows you to focus on financial planning issues including tax planning, estate planning, insurance planning and elder-care planning, to name a few.