Our Services
Financial Decisions USA, LLC provides services primarily for:
- Client Analysis – Understanding Clients objectives, risk profile and the dynamics of their situation
- Client Education – An ongoing process of helping clients improve their personal financial management
- Financial Planning – Analysis of goals and action plans to achieve them.
- Investment Advisory and Portfolio Management - A clear investment process that leads to good investment decisions and portfolios that match a client’s objectives and goals
- Performance Monitoring & Review – On going review of portfolio results and financial planning objectives with tactical adjustments aim at adjusting for changes and staying on course.
We believe that in life what you get out of your financial decisions depends upon what you put in. If you are serious about your life goals, including your financial goals, it requires a certain amount of effort.
Our job is to make it as understandable and easy as we possibly can – but it is not effortless. We work with our clients every step of the ways and provide guidance. We require our clients to make a commitment to their financial goals and participate in financial decisions from a place of knowledge, not fear, ignorance or habit. What clients get out of the process will be proportional to the effort they choose to apply and how involved they are in the process.
If individuals do not make a commitment to their financial goals and fail to plan, then they should not be surprised if they fail to reach them.
Smart investing is about more than just figuring out where to put your money. Investing is only one process in the overall larger context of managing your money.
Financial Decisions provides services that begin with understanding client’s objectives, goals and tolerance for risk. These typically involve a level of financial planning in order to create specific investment strategies and appropriate performance monitoring that result in tactical shifts in planning and portfolio rebalancing.
