Smart ideas about wealth

Wealth management

Strategic client consultation process

At Bloomsbury Financial Planning, our mission is to help you make smart decisions about your money. To do so, we use a systematic investment consulting process to determine what type of plan will keep you on track toward reaching your goals.

Our investment consulting process is based on a series of five meetings:

Strategic client consultation process 1. The Discovery Meeting 2. The Investment Plan Meeting 3. The Mutual Commitment Meeting 4. The 45 day Follow-up Meeting 5. Regular progress meetings

(Select a stage in the process to learn more.)

We use this consulting process specifically to help us to achieve the following:

  1. Understand your true financial goals
  2. Create the best possible plan for achieving those goals
  3. Keep us on track at each step of the process
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Bloomsbury thoughts

"...most [stock pickers and market timers] should go out of business – take up plumbing, teach Greek..."
Paul A. Samuelson, Nobel Laureate,” The Journal of Portfolio Management, 1974, p. 17-19