What is important about money to you? What does financial planning mean to you? The first step in assisting you is for us to ask the right questions to completely understand your needs and the underlying feelings behind the answers you express. We will help you define your goals: what you want to achieve and why. These are some of the questions to answer in building your Financial Plan.
Are your investments designed to help you achieve your financial goals? Have you determined what rate of return after taxes you need to earn? Is your portfolio designed to achieve those returns or is your portfolio trying to overachieve? Do you have a mix of investments that will give you the best rate of return with the least amount of risk? These are some of the questions to answer in building your investment portfolio.
We work with many different types of clients from retirees to those aspiring to retire, from small families to multiple generations. Many of our clients are senior financial executives of major investment banks and financial institutions. We also have a concentration in assisting clients in divorce both during the process and managing the new post-divorce landscape.
Wealthstream Advisors, Inc. was founded on the principle that people need objective financial planning and investment advice from a firm that is incentivized on the best result for the client. Our goal is to develop lifelong relationships with our clients and to help you navigate the complexities that wealth brings.