At SRS, we believe in a series of truisms when it comes to financial planning:
- A client’s financial profile is not simply a list of their investment accounts and balances. It is a comprehensive understanding of their objectives and resources and the extent to which those are aligned and interconnected.
- Understanding client objectives is not simply filling out a form placing a client on some risk continuum. It is about understanding how the client will define success at a very personal level and striving to achieve that success for them.
- Our objective is to help clients get well down the path towards Integrated Wealth Management by providing a comprehensive and integrated assessment of where they are compared with where they want to be.
The key to the SRS financial planning process is the depth and breadth we are able to achieve in each step: