At Armstrong Capital, we build long-term partnerships with our clients, one that extends beyond investing
Our client journey spans several crucial stages over a period of 60 months, ensuringyour financial goals are strategically met.
Our journey starts with gathering key information through the Input Sheet, outlining your current investments, financial goals, and timelines. This insight helps us tailor a personalized strategy to match your unique financial needs and objectives.
We design a customized Financial Plan based on your insights, focusing on budgeting, debt management, and retirement income generation. This comprehensive plan serves as your roadmap for achieving financial security and long-term prosperity.
After discussing your Financial Plan, we create an Execution Plan detailing phased investments, recommended funds, and investment strategies. Every decision is backed by clear reasoning to ensure your goals are met efficiently and effectively.
Around 4 to 6 months in, we implement the Consolidation Plan to simplify and manage past investments. This reduces overlap, improves diversification, and enhances portfolio management for more effective wealth growth.
Between 9 to 12 months, we conduct a comprehensive First Portfolio Review, assessing progress, making necessary adjustments, and ensuring your investments remain aligned with your financial goals and adapt effectively to changing market conditions.
We regularly evaluate your portfolio’s performance through a Complete Portfolio Review, identifying areas for improvement. Our insights ensure your investments remain on track and optimize your returns for continued financial growth.
When your portfolio sees significant gains, we implement the Portfolio Booking & Reallocation Plan, securing profits and reallocating to debt funds. This strategy keeps your investments aligned with your financial goals and ensures steady progress.
We conclude with a Follow-Up Financial Plan, reviewing progress and refining strategies to stay aligned with your evolving financial objectives. This essential checkpoint ensures your financial plan evolves alongside your goals, keeping you aligned, adaptable, and consistently on track for long-term success.
