Creating Your Strategy

Possibly the greatest value to the financial planning process is that you receive a written document that can serve as a source for information.

Investors' financial strategies need to put in writing so we have a reference document that keeps us committed to long term decisions. RAM will offer detailed instructions on the steps you need to take to get you on the right course for success. Your written financial plan and a written investment policy statement will become your strategy that holds you on that right path.