Prudent, intelligent investing does not start with an analysis of markets, a discussion of various techniques, or a prescription of some strategy. Intelligent investing begins with you—your hopes, goals, dreams, values, fears, and expectations.
If you are like most people, you have a core value system that determines what your real purpose for money is. The process of discovering and elucidating that core value system determines the actual financial plan.
Also, you probably have many different financial goals that spring from your interests, relationships and desires. A well-thought out financial blueprint will enable wise decisions about the use of your money. And wise use of money will allow you to negotiate an uncertain but promising future, nurture your goals for living and legacy, and protect you from risks.
Fee-based investment management and hourly fee planning are offered by W Curtis Erickson, PS Inc. dba -Erickson Wealth And Tax Management, CPAs and a Washington State Registered Investment Advisor.
