Goal for investments
Approach to risk
Investment policy statement
Cash needs (deposits or withdrawals expected)
Security selection with mix of passive and active investments
Maintenance of asset allocation (mix of stock and bonds)
Adjustment for market conditions
Rebalance based on market conditions or drift
Monitor for expense or opportunities
At least annual meeting to review and adjust personal investment policy
Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC, an SEC registered investment advisor. Pearl Planning is not a registered broker/dealer. Pearl Planning investment advisor representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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