We pride ourselves on being proactive, not reactive.
The starting points for any private wealth management plan are your life goals and dreams.
Understanding your big picture allows us to work together to make the best financial decisions for today, tomorrow, and the future—including unexpected events. We’ll prepare you and gain insight to address whatever may happen.
During our initial meeting with you, we will establish short and long-term financial objectives. We will conduct a detailed review of investment statements, tax returns, sources of income and expenses, insurance policies, legal and business documents, and employee benefits to help guide our discussion and narrow the focus.
Once we have gathered the information we need, your personal team will analyze and evaluate your financial position and develop a plan that meets your goals.
To put your plan in motion we prioritize recommendations, develop a timeline, and coordinate resources (including third party partners when necessary).
Tracking and managing your portfolio is a continuous process and conversation. We are on an unlimited access retainer so you can reach out to Austin Asset team members at any time.
It’s one thing to review numbers on a page; it’s another to see them come to life. We’ve created proprietary tools to set goals and track financial performance for you:
The Building Organized Wealth (BOW©) is a dynamic tool used to model different incomes, expenses, and savings scenarios. The BOW aligns your goals with your actual financial situation for that year, and designs an appropriate portfolio to achieve your financial goals.
The Actual Rate of Return on Wealth (ARROW©) Report provides an outlook of your portfolio’s actual performance against the yearly goal set in the BOW model. The ARROW© tracks your entire portfolio, including assets managed and not managed by Austin Asset.
As our valued client, you’ll have access to our Online Performance Reporting Portal. This portal is an easy and secure way for clients to login and view comprehensive reporting on your portfolio. It also provides a secure means for us to share sensitive documents and for you to view and download quarterly reports.
Every 90 days, you will receive a report on your portfolio’s progress, and we invite you to visit us quarterly if you prefer to review your progress with your team. At minimum, we’d like to meet in person for an annual review to discuss your past year’s portfolio performance, and projections for the coming year’s income, expenses, and savings. Any changes, new goals, or objectives will be factored into your updated and revised BOW©.