Investment Management

Here at Corner Post Financial Planning, we have access to multiple money managers that use diverse approaches. We select the money manager or blend of strategists that address your needs and monitor how those perform to help you pursue your goals.

Because we manage your money to help you pursue your goals, we require new clients to engage in our financial planning process. This upfront fact-finding and goal identification helps determine whether our investment management services are a suitable fit for you.

In our experience, clients who commit to and complete the financial planning process become more aware of their investments role in their financial lives. They also better understand tradeoffs that may be required to pursue their most important goals.

Many individuals want their money to grow without any risk or volatility. This is unrealistic. During our financial planning process, we assess your comfort level with various investment styles and amounts of market fluctuation.

The cost of the initial financial planning process is separate from investment management services, and ongoing planning services for clients with less than $500,000 in assets managed by our firm will incur additional planning fees.

You may review our Financial Planning Packages here, or reach out to Beth Watson, CERTIFIED FINANCIAL PLANNER^TM, for help determining which package meets your needs.