The Greenwood White Group - Philosophy
[00:00:03] Life can be complicated, but investing doesn't have to be. Our experience is that a solid plan will create discipline when it comes to your finances and a calm attitude when life throws you curveballs.
[00:00:14] Before we prepare a wealth management plan, before we make a recommendation, we take the time to understand exactly who you are. Your attitudes towards risk, what your money is for, what your goals are. We never take a product off a shelf and say, this is for you. With that full understanding.
[00:00:35] To ensure that you're on track with your plan. We monitor your investments. We measure their performance. We check in with you regularly. We make it easy for you to see what you hold and how you're doing.
[00:00:47] We want you to be able to live your life exactly the way you want to.
[00:00:51] If you see something with your plan that you were unsure of or think it might be off track, we should talk.