Is your financial portfolio in the same shape as your closet? Are there investments still around that no longer fit your financial goals? Do you have certain investments that you don’t know why you own? If this sounds like you, then it is time for some spring cleaning.

Financial independence is the broad goal of all investors. However, many begin planning without a defined goal in mind. In this case, the defined goal is the amount of money that will be required to maintain the broad goal (financial independence). Many people start putting together a portfolio loosely based on a broad goal or sometimes no goal at all. This usually results in an investment portfolio that consists of investments that do not have any logical connection. The decisions to include these investments have been made because of emotions or other reasons, not to help achieve the defined goal.

Now is the time to put a dollar value on one of your financial goals and link it to an investment strategy designed specifically to achieve that goal. This is a lot easier than it sounds because I can do this for you during an asset allocation review. Please call or e-mail me.