Broker Check

515 Houston Street
Suite 651
Fort Worth, TX 76102

LinkedIn

Derek J. Moffatt, AWMA

(682) 747-0134

 

The Client Experience

The Financial Planning Process

As your financial partner, we are committed to helping you accomplish your unique financial goals and objectives. After developing a thorough understanding of your risk tolerance and short- and long-term goals, we will work together to create a customized investment portfolio designed for you. In order to accomplish this, we will take you through the financial planning process, which is designed to help us determine how to best address your financial goals.

Ongoing Communication and Consulting

Once your assets are invested, the process of monitoring and managing your portfolio begins. We will continue to review and evaluate your investment strategy to ensure it remains aligned with your goals. We will provide investment education, guidance and expertise through regular meetings and discussions. As your needs change, we will reevaluate your investment strategy and discuss alternatives.

Reviews

  • Evaluate your current situation and alignment of goals with investment strategy
  • Discuss your needs/concerns
  • Provide market update/outlook
  • Educate about investment needs
  • Update on performance
  • Discuss tax harvesting opportunities
  • Other relevant topics

Ongoing Communication

  • Quarterly performance reports
  • Monthly statement of holdings
  • Online account access
  • Newsletters
  • Investment/educational seminars