Goal Based Client Reporting

The goal-based investment approach considers the complete set of a customer’s resources to achieve his financial goals and aspirations. This includes his financial assets, real estate, employment income, social security, and more, while the liabilities include financial liabilities such as loans and mortgages in addition to the capitalized value of the household.

Goals-based reports mirror the customer’s goals and set the exact expectations on what the advisor would discuss in a face-to-face meeting. Instead of inundating customers with financial information they can't relate to or understand, this enhanced method of reporting can remind them of the reasons they invested in the first place - to achieve their life’s financial goals, which are important to them.