A client in the technology industry had accumulated significant savings but was paralyzed by the complexity of the stock market, leaving their cash to lose value to inflation. We implemented our structured training curriculum, starting with defining their long-term goals and risk tolerance. Over six sessions, we covered asset allocation, the difference between ETFs and stocks, and the fundamentals of market analysis.

 

The client confidently deployed a significant amount of money into a diversified, long-term portfolio and established an automated monthly investment plan.