What We Do
What's it like to have Latitudes Financial Strategies service your accounts?
Let's look at the end product first, then we can talk about how we get there:
1. Your assets will be allocated in a manner consistent with your personal and unique tolerance for risk. You set your risk tolerance at our first meeting using our cutting edge (and easy to use) technology.
2. Your accounts will be constantly monitored for changes in risk characteristics, market conditions, all while we stay aware of your goals. We are independent advisors, we work for you, our client, not some big corporation.
3. You get a personal website so that you can see how you are doing from your computer or handheld device. It's nice to have access 24/7.
4. You get personal individual service: no robots, call centers, or algorithms. I answer the phone when you call and meet with you in person, the old fashioned way; that's what you deserve when it comes to managing your money!
Our advisory process is comprehensive, customized to your objectives, and capable of addressing a wide range of financial circumstances and concerns. We partner with you to pull all your finances together and organize them in one centralized location to better position you to pursue your financial goals and aspirations. We begin with identifying your risk number, then we compare it to your current portfolio and only then to we begin the investment planning process.*
Our planning process will help you:
* See your finances from a holistic point of view
* Create integrated strategies that take all your financial activities into account
* Identify long-term goals and the steps needed to pursue them
* Track your progress and make adjustments as you experience new life events
Our proprietary WealthVision platform will then integrate your financial plan with a robust, personal financial website. Its powerful engine can generate comprehensive financial planning analytics—calculating cash flow projection, modeling “what-if” scenarios, and generating alerts when adjustments may need to be made. You’ll have access to budget tools, reports, educational materials, and storage for personal documents in one convenient and secure location.
The WealthVision Client Portal is designed to provide you with the robust features you need to keep in touch with what’s important to you. Your secure, personal website is available via desktop or mobile that allows you to track your progress. And perhaps most importantly, you never have to worry about your information being shared with online advertisers and other service providers.
Simplify your finances.
Spend more time on what’s important. If you’re looking to take the complexity out of managing your finances, it would be our pleasure to talk to you about accessing your comprehensive financial picture today.
When you work with Latitudes you get experienced and independent advice designed around your risk tolerance, a personal website and the confidence that you are working with a firm that cares about you. You aren't just a number!
*IMPORTANT: The projections or other information generated by Riskalyze regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Your Risk Number provided is on a scale of 1 to 99, with higher numbers indicating higher risk tolerance. Scenarios illustrated are hypothetical and not representative of any specific investment or investor. Individual results will vary. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss.