We all want the rest of our lives to be comfortable and smooth sailing, and for this to be possible, we must have financial goals. However, setting these goals will be a total waste of time if we lack some planning to help us reach them. Unfortunately to most people creating goals is as comfortable as one to one but establishing the right plan to bring them to life can prove to be quite a futile task. Fortunately, with a unique approach such as Richard Dwayne Blair’s three-pillar plan in play, financial stability is, but a stone throw away. Below is a step by step explanation of this strategic approach.
The first and foremost pillar
This is the initial and most essential pillar as it sets the pace and determines the success of the other two. During this step, Richard Dwayne Blair walks step by step with his client to create a plan which will act as a map to achieving his/her goals in the long run. To come up with a practical plan, Richard first considers what the clients wish to achieve, and then brings in other crucial factors such as the ability of the client to withstand and manage risks and the opportunities of growth.
Based on the above factors, Richard then helps the client identify the most suitable investment opportunity. He also goes the extra mile in assisting the client in allocate assets to make sure that everything is smooth sailing despite the upward and downward market curves.
This final stage ensures the successful implementation of the above-laid foundations. Richard walks with the client to the end by monitoring and offering advice on how to go about various matters that may affect the choice of investment of the client by comparing the financial goals to the progress achieved and also the expectations.
About Richard Dwayne Blair
Richard Dwayne is a renowned investment advisor who has been serving Austin and larger Texas for twenty-three years now. He achieves this through Wealth Solutions Inc. A company that he established fresh from the University in 1993. Richard is an alumnus of the University of Houston where he received his degree in finance and ever since then has committed his life to ensure the financial well-being of those around him through top-shelf strategies such as the three-pillar approach.